MSCM
JBGS

McElhenny Sheffield Capital Management’s JBG SMITH JBGS Stock Holding History

McElhenny Sheffield 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
2023
Q1 		– Sell
-259
Closed -$4.92K – 355
2022
Q4 		$4.92K Buy
+259
New +$5K ﹤0.01% 409

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

McElhenny Sheffield Capital Management's JBGS Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of JBG SMITH (JBGS) in Q1 2023, closing a stake of 259 shares — an estimated $4.92K sold.

McElhenny Sheffield Capital Management first reported a position in JBGS in Q4 2022 and held it in 1 quarter. The position peaked at $4.92K in Q4 2022. 237 funds tracked by Wall St. Rank hold JBGS as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining JBG SMITH position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 259 JBG SMITH shares in Q1 2023, an estimated $4.92K.
  • McElhenny Sheffield Capital Management first reported a position in JBG SMITH in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's JBG SMITH position peaked at $4.92K in Q4 2022.
  • 237 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.