MIOT
JBGS

Massachusetts Institute of Technology’s JBG SMITH JBGS Stock Holding History

Massachusetts Institute of Technology’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
-860,162
Closed -$34.3M – 6
2019
Q4 		$34.3M Sell
860,162
-430,081
-33% -$17M 43.58% 2
2019
Q3 		$50.6M Hold
1,290,243
– – 53.72% 1
2019
Q2 		$50.8M Sell
1,290,243
-258,048
-17% -$10.6M 48.61% 1
2019
Q1 		$64M Sell
1,548,291
-172,032
-10% -$6.75M 54.42% 1
2018
Q4 		$59.9M Buy
+1,720,323
New +$64.7M 51.16% 1

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Institute of Technology's JBGS Position: Q1 2020 in Review

Massachusetts Institute of Technology sold out of JBG SMITH (JBGS) in Q1 2020, closing a stake of 860,162 shares — an estimated $34.3M sold.

Massachusetts Institute of Technology first reported a position in JBGS in Q4 2018 and held it in 5 quarters. The position peaked at $64M in Q1 2019. 255 funds tracked by Wall St. Rank hold JBGS as of Q1 2020.

  • Massachusetts Institute of Technology reported no remaining JBG SMITH position as of Q1 2020 after selling out during the quarter.
  • Massachusetts Institute of Technology sold 860,162 JBG SMITH shares in Q1 2020, an estimated $34.3M.
  • Massachusetts Institute of Technology first reported a position in JBG SMITH in Q4 2018 and held it in 5 quarters.
  • Massachusetts Institute of Technology's JBG SMITH position peaked at $64M in Q1 2019.
  • 255 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2020.

Based on Massachusetts Institute of Technology's 13F filing for Q1 2020, filed 14 May 2020.