M&R Capital Management’s JBG SMITH JBGS Stock Holding History

M&R Capital 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
2024 Q3	$3.52K	Buy	201 +1	+0.5%	+$17	﹤0.01%	484
2024 Q2	$3.05K	Sell	200 -3	-1%	-$44	﹤0.01%	473
2024 Q1	$3.25K	Buy	203 +1	+0.5%	+$17	﹤0.01%	473
2023 Q4	$3.43K	Sell	202 -98	-33%	-$1.43K	﹤0.01%	516
2023 Q3	$4.34K	Buy	300 +100	+50%	+$1.55K	﹤0.01%	479
2023 Q2	$3.01K	Hold	200	–	–	﹤0.01%	498
2023 Q1	$3.01K	Hold	200	–	–	﹤0.01%	488
2022 Q4	$3.8K	Buy	+200	New	+$3.86K	﹤0.01%	436

Other funds holding JBGS

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

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

LPC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&R Capital Management's JBGS Position: Q3 2024 in Review

M&R Capital Management increased its JBG SMITH (JBGS) stake by 0.5% in Q3 2024, buying an estimated $17 and bringing the position to 201 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

M&R Capital Management first reported a position in JBGS in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.34K in Q3 2023. 214 funds tracked by Wall St. Rank hold JBGS as of Q3 2024.

M&R Capital Management held 201 shares of JBG SMITH worth $3.52K as of Q3 2024.
M&R Capital Management bought 1 JBG SMITH share in Q3 2024, an estimated $17.
JBG SMITH made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #484 holding.
M&R Capital Management first reported a position in JBG SMITH in Q4 2022 and has held it in 8 quarters since.
M&R Capital Management's JBG SMITH position peaked at $4.34K in Q3 2023.
214 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.