OPS
JBGS

Orion Portfolio Solutions’s JBG SMITH JBGS Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-64
Closed -$2K – 1266
2020
Q2 		$2K Buy
64
+23
+56% +$713 ﹤0.01% 1779
2020
Q1 		$1K Sell
41
-32
-44% -$1.2K ﹤0.01% 1745
2019
Q4 		$3K Buy
+73
New +$2.89K ﹤0.01% 1412

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Orion Portfolio Solutions's JBGS Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of JBG SMITH (JBGS) in Q3 2020, closing a stake of 64 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in JBGS in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 232 funds tracked by Wall St. Rank hold JBGS as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining JBG SMITH position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 64 JBG SMITH shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in JBG SMITH in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's JBG SMITH position peaked at $3K in Q4 2019.
  • 232 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.