PP
JBGS

Paloma Partners’s JBG SMITH JBGS Stock Holding History

Paloma Partners’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
-17,979
Closed -$314K – 680
2024
Q3 		$314K Buy
+17,979
New +$305K 0.01% 787
2021
Q4 		– Sell
-9,690
Closed -$287K – 1996
2021
Q3 		$287K Sell
9,690
-6,342
-40% -$196K 0.01% 736
2021
Q2 		$505K Buy
16,032
+8,990
+128% +$293K 0.01% 1001
2021
Q1 		$224K Sell
7,042
-1,823
-21% -$57.8K ﹤0.01% 1692
2020
Q4 		$277K Sell
8,865
-10,826
-55% -$312K 0.01% 1208
2020
Q3 		$527K Sell
19,691
-7,307
-27% -$205K 0.01% 1127
2020
Q2 		$799K Buy
+26,998
New +$836K 0.01% 1015
2020
Q1 		– Sell
-17,717
Closed -$707K – 1652
2019
Q4 		$707K Sell
17,717
-5,310
-23% -$210K 0.01% 1165
2019
Q3 		$903K Buy
+23,027
New +$898K 0.02% 798
2017
Q4 		– Sell
-11,771
Closed -$403K – 2093
2017
Q3 		$403K Buy
+11,771
New +$399K 0.01% 1645

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.04B AUM 2.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paloma Partners's JBGS Position: Q4 2024 in Review

Paloma Partners sold out of JBG SMITH (JBGS) in Q4 2024, closing a stake of 17,979 shares — an estimated $314K sold.

Paloma Partners first reported a position in JBGS in Q3 2017 and held it in 10 quarters. The position peaked at $903K in Q3 2019. 215 funds tracked by Wall St. Rank hold JBGS as of Q4 2024.

  • Paloma Partners reported no remaining JBG SMITH position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 17,979 JBG SMITH shares in Q4 2024, an estimated $314K.
  • Paloma Partners first reported a position in JBG SMITH in Q3 2017 and held it in 10 quarters.
  • Paloma Partners's JBG SMITH position peaked at $903K in Q3 2019.
  • 215 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.