Mackenzie Financial’s JBG SMITH JBGS Stock Holding History

Mackenzie Financial’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 Q1	–	Sell	-172,700	Closed	-$6.89M	–	1123
2019 Q4	$6.89M	Sell	172,700 -46,100	-21%	-$1.82M	0.02%	381
2019 Q3	$8.58M	Buy	+218,800	New	+$8.54M	0.02%	347

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

Norges Bank Oslo, Norway $1T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Mackenzie Financial's JBGS Position: Q1 2020 in Review

Mackenzie Financial sold out of JBG SMITH (JBGS) in Q1 2020, closing a stake of 172,700 shares — an estimated $6.89M sold.

Mackenzie Financial first reported a position in JBGS in Q3 2019 and held it in 2 quarters. The position peaked at $8.58M in Q3 2019. 255 funds tracked by Wall St. Rank hold JBGS as of Q1 2020.

Mackenzie Financial reported no remaining JBG SMITH position as of Q1 2020 after selling out during the quarter.
Mackenzie Financial sold 172,700 JBG SMITH shares in Q1 2020, an estimated $6.89M.
Mackenzie Financial first reported a position in JBG SMITH in Q3 2019 and held it in 2 quarters.
Mackenzie Financial's JBG SMITH position peaked at $8.58M in Q3 2019.
255 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2020.

Based on Mackenzie Financial's 13F filing for Q1 2020, filed 14 May 2020.