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 $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return