Phocas Financial Corp’s JBG SMITH JBGS Stock Holding History

Phocas Financial Corp’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
2023 Q1	–	Sell	-812	Closed	-$15.4K	–	250
2022 Q4	$15.4K	Buy	+812	New	+$15.7K	﹤0.01%	288
2019 Q3	–	Sell	-1,540	Closed	-$61K	–	236
2019 Q2	$61K	Buy	+1,540	New	+$63.3K	0.01%	241

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

TSW

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Phocas Financial Corp's JBGS Position: Q1 2023 in Review

Phocas Financial Corp sold out of JBG SMITH (JBGS) in Q1 2023, closing a stake of 812 shares — an estimated $15.4K sold.

Phocas Financial Corp first reported a position in JBGS in Q2 2019 and held it in 2 quarters. The position peaked at $61K in Q2 2019. 237 funds tracked by Wall St. Rank hold JBGS as of Q1 2023.

Phocas Financial Corp reported no remaining JBG SMITH position as of Q1 2023 after selling out during the quarter.
Phocas Financial Corp sold 812 JBG SMITH shares in Q1 2023, an estimated $15.4K.
Phocas Financial Corp first reported a position in JBG SMITH in Q2 2019 and held it in 2 quarters.
Phocas Financial Corp's JBG SMITH position peaked at $61K in Q2 2019.
237 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.