LWM
JBGS

Lenox Wealth Management’s JBG SMITH JBGS Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$2K Sell
100
-41
-29% -$1.27K ﹤0.01% 644
2020
Q1 		$4K Hold
141
– – ﹤0.01% 521
2019
Q4 		$6K Hold
141
– – ﹤0.01% 506
2019
Q3 		$5K Buy
141
+56
+66% +$2.19K ﹤0.01% 536
2019
Q2 		$3K Hold
85
– – ﹤0.01% 568
2019
Q1 		$4K Buy
85
+31
+57% +$1.22K ﹤0.01% 541
2018
Q4 		$5K Sell
54
-7
-11% -$263 ﹤0.01% 467
2018
Q3 		$6K Buy
+61
New +$2.25K ﹤0.01% 477

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return