SBCM
JBGS

Schwerin Boyle Capital Management’s JBG SMITH JBGS Stock Holding History

Schwerin Boyle Capital Management’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
Q2 		– Sell
-178,774
Closed -$5.69M – 47
2020
Q1 		$5.69M Hold
178,774
– – 0.79% 35
2019
Q4 		$7.13M Buy
178,774
+58,774
+49% +$2.33M 0.68% 36
2019
Q3 		$4.71M Hold
120,000
– – 0.49% 44
2019
Q2 		$4.72M Hold
120,000
– – 0.49% 42
2019
Q1 		$4.96M Buy
+120,000
New +$4.71M 0.54% 41

Other funds holding JBGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schwerin Boyle Capital Management's JBGS Position: Q2 2020 in Review

Schwerin Boyle Capital Management sold out of JBG SMITH (JBGS) in Q2 2020, closing a stake of 178,774 shares — an estimated $5.69M sold.

Schwerin Boyle Capital Management first reported a position in JBGS in Q1 2019 and held it in 5 quarters. The position peaked at $7.13M in Q4 2019. 247 funds tracked by Wall St. Rank hold JBGS as of Q2 2020.

  • Schwerin Boyle Capital Management reported no remaining JBG SMITH position as of Q2 2020 after selling out during the quarter.
  • Schwerin Boyle Capital Management sold 178,774 JBG SMITH shares in Q2 2020, an estimated $5.69M.
  • Schwerin Boyle Capital Management first reported a position in JBG SMITH in Q1 2019 and held it in 5 quarters.
  • Schwerin Boyle Capital Management's JBG SMITH position peaked at $7.13M in Q4 2019.
  • 247 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2020.

Based on Schwerin Boyle Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.