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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lenox Wealth Management's JBGS Position: Q2 2020 in Review

Lenox Wealth Management reduced its JBG SMITH (JBGS) stake by 29% in Q2 2020, selling an estimated $1.27K and leaving 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Lenox Wealth Management first reported a position in JBGS in Q3 2018 and has held it in 8 quarters since. The position peaked at $6K in Q4 2019. 247 funds tracked by Wall St. Rank hold JBGS as of Q2 2020.

Lenox Wealth Management held 100 shares of JBG SMITH worth $2K as of Q2 2020.
Lenox Wealth Management sold 41 JBG SMITH shares in Q2 2020, an estimated $1.27K.
JBG SMITH made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #644 holding.
Lenox Wealth Management first reported a position in JBG SMITH in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's JBG SMITH position peaked at $6K in Q4 2019.
247 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.