Sierra Ocean’s JBG SMITH JBGS Stock Holding History

Sierra Ocean’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
2025 Q2	–	Sell	-147	Closed	-$2.37K	–	1076
2025 Q1	$2.37K	Hold	147	–	–	﹤0.01%	750
2024 Q4	$2.26K	Buy	+147	New	+$2.46K	﹤0.01%	745

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Sierra Ocean's JBGS Position: Q2 2025 in Review

Sierra Ocean sold out of JBG SMITH (JBGS) in Q2 2025, closing a stake of 147 shares — an estimated $2.37K sold.

Sierra Ocean first reported a position in JBGS in Q4 2024 and held it in 2 quarters. The position peaked at $2.37K in Q1 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q2 2025.

Sierra Ocean reported no remaining JBG SMITH position as of Q2 2025 after selling out during the quarter.
Sierra Ocean sold 147 JBG SMITH shares in Q2 2025, an estimated $2.37K.
Sierra Ocean first reported a position in JBG SMITH in Q4 2024 and held it in 2 quarters.
Sierra Ocean's JBG SMITH position peaked at $2.37K in Q1 2025.
217 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2025.

Based on Sierra Ocean's 13F filing for Q2 2025, filed 7 Aug 2025.