Sandy Spring Bank’s JBG SMITH JBGS Stock Holding History

Sandy Spring Bank’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 Q4	–	Sell	-500	Closed	-$7.23K	–	1200
2023 Q3	$7.23K	Hold	500	–	–	﹤0.01%	874
2023 Q2	$7.52K	Hold	500	–	–	﹤0.01%	893
2023 Q1	$7.53K	Hold	500	–	–	﹤0.01%	873
2022 Q4	$9.49K	Hold	500	–	–	﹤0.01%	831
2022 Q3	$9K	Hold	500	–	–	﹤0.01%	826
2022 Q2	$12K	Hold	500	–	–	﹤0.01%	801
2022 Q1	$15K	Hold	500	–	–	﹤0.01%	776
2021 Q4	$14K	Sell	500 -4,907	-91%	-$144K	﹤0.01%	837
2021 Q3	$160K	Buy	5,407 +37	+0.7%	+$1.14K	0.01%	357
2021 Q2	$169K	Buy	5,370 +3,013	+128%	+$98.2K	0.01%	353
2021 Q1	$75K	Buy	2,357 +14	+0.6%	+$444	﹤0.01%	459
2020 Q4	$74K	Buy	2,343 +13	+0.6%	+$375	﹤0.01%	433
2020 Q3	$62K	Buy	2,330 +14	+0.6%	+$393	﹤0.01%	435
2020 Q2	$69K	Buy	2,316 +1,043	+82%	+$32.3K	0.01%	407
2020 Q1	$41K	Buy	1,273 +773	+155%	+$29.1K	﹤0.01%	469
2019 Q4	$20K	Hold	500	–	–	﹤0.01%	616
2019 Q3	$20K	Hold	500	–	–	﹤0.01%	628
2019 Q2	$20K	Hold	500	–	–	﹤0.01%	612
2019 Q1	$21K	Hold	500	–	–	﹤0.01%	575
2018 Q4	$17K	Hold	500	–	–	﹤0.01%	598
2018 Q3	$18K	Hold	500	–	–	﹤0.01%	606
2018 Q2	$18K	Hold	500	–	–	﹤0.01%	599
2018 Q1	$17K	Hold	500	–	–	﹤0.01%	621
2017 Q4	$17K	Hold	500	–	–	﹤0.01%	613
2017 Q3	$17K	Buy	+500	New	+$16.9K	﹤0.01%	594

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

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

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TSW

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sandy Spring Bank's JBGS Position: Q4 2023 in Review

Sandy Spring Bank sold out of JBG SMITH (JBGS) in Q4 2023, closing a stake of 500 shares — an estimated $7.23K sold.

Sandy Spring Bank first reported a position in JBGS in Q3 2017 and held it in 25 quarters. The position peaked at $169K in Q2 2021. 210 funds tracked by Wall St. Rank hold JBGS as of Q4 2023.

Sandy Spring Bank reported no remaining JBG SMITH position as of Q4 2023 after selling out during the quarter.
Sandy Spring Bank sold 500 JBG SMITH shares in Q4 2023, an estimated $7.23K.
Sandy Spring Bank first reported a position in JBG SMITH in Q3 2017 and held it in 25 quarters.
Sandy Spring Bank's JBG SMITH position peaked at $169K in Q2 2021.
210 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.