SOW
JBGS

State of Wyoming’s JBG SMITH JBGS Stock Holding History

State of Wyoming’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
Q1 		– Sell
-6,374
Closed -$98K – 1741
2024
Q4 		$98K Buy
+6,374
New +$107K 0.01% 1196
2023
Q3 		– Sell
-2,508
Closed -$37.7K – 1714
2023
Q2 		$37.7K Sell
2,508
-1,799
-42% -$26.2K 0.01% 1230
2023
Q1 		$64.9K Buy
4,307
+3,899
+956% +$69.1K 0.02% 993
2022
Q4 		$7.74K Sell
408
-2,259
-85% -$43.6K ﹤0.01% 1478
2022
Q3 		$50K Buy
2,667
+2,284
+596% +$52.3K 0.02% 993
2022
Q2 		$9K Sell
383
-766
-67% -$19.8K 0.01% 1654
2022
Q1 		$34K Buy
+1,149
New +$32.4K 0.02% 1255

Other funds holding JBGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return