Mendota Financial Group’s JBG SMITH JBGS Stock Holding History

Mendota Financial Group’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 Q4	–	Sell	-7	Closed	-$123	–	779
2024 Q3	$123	Buy	+7	New	+$119	﹤0.01%	831

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 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

Mendota Financial Group's JBGS Position: Q4 2024 in Review

Mendota Financial Group sold out of JBG SMITH (JBGS) in Q4 2024, closing a stake of 7 shares — an estimated $123 sold.

Mendota Financial Group first reported a position in JBGS in Q3 2024 and held it in 1 quarter. The position peaked at $123 in Q3 2024. 215 funds tracked by Wall St. Rank hold JBGS as of Q4 2024.

Mendota Financial Group reported no remaining JBG SMITH position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 7 JBG SMITH shares in Q4 2024, an estimated $123.
Mendota Financial Group first reported a position in JBG SMITH in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's JBG SMITH position peaked at $123 in Q3 2024.
215 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.