LB
JBGS

Legacy Bridge’s JBG SMITH JBGS Stock Holding History

Legacy Bridge’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-740
Closed -$24K – 289
2021
Q1 		$24K Hold
740
– – 0.02% 224
2020
Q4 		$23K Hold
740
– – 0.02% 221
2020
Q3 		$20K Hold
740
– – 0.02% 214
2020
Q2 		$22K Hold
740
– – 0.02% 213
2020
Q1 		$24K Hold
740
– – 0.03% 192
2019
Q4 		$30K Hold
740
– – 0.02% 208
2019
Q3 		$29K Hold
740
– – 0.03% 202
2019
Q2 		$29K Hold
740
– – 0.03% 201
2019
Q1 		$31K Buy
+740
New +$29K 0.03% 197

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Legacy Bridge's JBGS Position: Q2 2021 in Review

Legacy Bridge sold out of JBG SMITH (JBGS) in Q2 2021, closing a stake of 740 shares — an estimated $24K sold.

Legacy Bridge first reported a position in JBGS in Q1 2019 and held it in 9 quarters. The position peaked at $31K in Q1 2019. 243 funds tracked by Wall St. Rank hold JBGS as of Q2 2021.

  • Legacy Bridge reported no remaining JBG SMITH position as of Q2 2021 after selling out during the quarter.
  • Legacy Bridge sold 740 JBG SMITH shares in Q2 2021, an estimated $24K.
  • Legacy Bridge first reported a position in JBG SMITH in Q1 2019 and held it in 9 quarters.
  • Legacy Bridge's JBG SMITH position peaked at $31K in Q1 2019.
  • 243 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2021.

Based on Legacy Bridge's 13F filing for Q2 2021, filed 3 Aug 2021.