NYLIM
JBGS

New York Life Investment Management’s JBG SMITH JBGS Stock Holding History

New York Life Investment 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
2024
Q1 		– Sell
-23,108
Closed -$393K – 1432
2023
Q4 		$393K Sell
23,108
-534
-2% -$7.78K ﹤0.01% 1018
2023
Q3 		$342K Sell
23,642
-3,724
-14% -$57.6K ﹤0.01% 1024
2023
Q2 		$412K Sell
27,366
-5,395
-16% -$78.6K ﹤0.01% 948
2023
Q1 		$493K Buy
32,761
+13,350
+69% +$237K 0.01% 704
2022
Q4 		$368K Buy
19,411
+2,183
+13% +$42.2K ﹤0.01% 1077
2022
Q3 		$320K Buy
17,228
+1,268
+8% +$29.1K ﹤0.01% 1075
2022
Q2 		$377K Buy
+15,960
New +$413K ﹤0.01% 1040

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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

New York Life Investment Management's JBGS Position: Q1 2024 in Review

New York Life Investment Management sold out of JBG SMITH (JBGS) in Q1 2024, closing a stake of 23,108 shares — an estimated $393K sold.

New York Life Investment Management first reported a position in JBGS in Q2 2022 and held it in 7 quarters. The position peaked at $493K in Q1 2023. 208 funds tracked by Wall St. Rank hold JBGS as of Q1 2024.

  • New York Life Investment Management reported no remaining JBG SMITH position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 23,108 JBG SMITH shares in Q1 2024, an estimated $393K.
  • New York Life Investment Management first reported a position in JBG SMITH in Q2 2022 and held it in 7 quarters.
  • New York Life Investment Management's JBG SMITH position peaked at $493K in Q1 2023.
  • 208 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.