Minot Wealth Management’s JBG SMITH JBGS Stock Holding History

Minot Wealth 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
2022 Q2	$838K	Sell	35,440 -15	-0%	-$388	0.22%	83
2022 Q1	$1.04M	Buy	35,455 +15	+0%	+$422	0.22%	85
2021 Q4	$1.02M	Hold	35,440	–	–	0.2%	90
2021 Q3	$1.05M	Hold	35,440	–	–	0.23%	86
2021 Q2	$1.14M	Hold	35,440	–	–	0.25%	80
2021 Q1	$1.13M	Buy	+35,440	New	+$1.12M	0.29%	85

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

LPC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

TSW

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

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Minot Wealth Management's JBGS Position: Q2 2022 in Review

Minot Wealth Management reduced its JBG SMITH (JBGS) stake by 0.04% in Q2 2022, selling an estimated $388 and leaving 35,440 shares worth $838K. The position accounts for 0.22% of the portfolio, ranked #83.

Minot Wealth Management first reported a position in JBGS in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.14M in Q2 2021. 225 funds tracked by Wall St. Rank hold JBGS as of Q2 2022.

Minot Wealth Management held 35,440 shares of JBG SMITH worth $838K as of Q2 2022.
Minot Wealth Management sold 15 JBG SMITH shares in Q2 2022, an estimated $388.
JBG SMITH made up 0.22% of Minot Wealth Management's portfolio in Q2 2022, its #83 holding.
Minot Wealth Management first reported a position in JBG SMITH in Q1 2021 and has held it in 6 quarters since.
Minot Wealth Management's JBG SMITH position peaked at $1.14M in Q2 2021.
225 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.