OLVIG
JBGS

Oliver Lagore Vanvalin Investment Group’s JBG SMITH JBGS Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$1.89K Buy
+117
New +$1.91K ﹤0.01% 558
2024
Q4 		$1.8K Hold
117
– – ﹤0.01% 587
2024
Q3 		$2.04K Hold
117
– – ﹤0.01% 578
2024
Q2 		$1.78K Hold
117
– – ﹤0.01% 608
2024
Q1 		$1.88K Hold
117
– – ﹤0.01% 622
2023
Q4 		$1.99K Hold
117
– – ﹤0.01% 629
2023
Q3 		$1.69K Hold
117
– – ﹤0.01% 710
2023
Q2 		$1.76K Hold
117
– – ﹤0.01% 660
2023
Q1 		$1.76K Buy
+117
New +$2.08K ﹤0.01% 593

Other funds holding JBGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return