SMDAM
JBGS
Sumitomo Mitsui DS Asset Management’s JBG SMITH JBGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
19,049
+4,257
| +29% | +$73.6K | ﹤0.01% | 687 |
|
|
2025
Q1 | $238K | Hold |
14,792
| – | – | ﹤0.01% | 738 |
|
|
2024
Q4 | $227K | Hold |
14,792
| – | – | ﹤0.01% | 746 |
|
|
2024
Q3 | $259K | Hold |
14,792
| – | – | ﹤0.01% | 743 |
|
|
2024
Q2 | $225K | Hold |
14,792
| – | – | ﹤0.01% | 743 |
|
|
2024
Q1 | $237K | Hold |
14,792
| – | – | ﹤0.01% | 738 |
|
|
2023
Q4 | $252K | Hold |
14,792
| – | – | ﹤0.01% | 755 |
|
|
2023
Q3 | $214K | Hold |
14,792
| – | – | ﹤0.01% | 751 |
|
|
2023
Q2 | $222K | Hold |
14,792
| – | – | ﹤0.01% | 751 |
|
|
2023
Q1 | $223K | Hold |
14,792
| – | – | ﹤0.01% | 745 |
|
|
2022
Q4 | $281K | Hold |
14,792
| – | – | 0.01% | 719 |
|
|
2022
Q3 | $275K | Buy |
14,792
+2,403
| +19% | +$44.7K | 0.01% | 714 |
|
|
2022
Q2 | $293K | Hold |
12,389
| – | – | 0.01% | 710 |
|
|
2022
Q1 | $362K | Buy |
12,389
+1,512
| +14% | +$44.2K | 0.01% | 702 |
|
|
2021
Q4 | $312K | Buy |
10,877
+441
| +4% | +$12.7K | 0.01% | 726 |
|
|
2021
Q3 | $309K | Buy |
10,436
+1,187
| +13% | +$35.1K | 0.01% | 707 |
|
|
2021
Q2 | $291K | Buy |
9,249
+1,121
| +14% | +$35.3K | 0.01% | 724 |
|
|
2021
Q1 | $258K | Buy |
8,128
+580
| +8% | +$18.4K | 0.01% | 710 |
|
|
2020
Q4 | $236K | Hold |
7,548
| – | – | 0.01% | 710 |
|
|
2020
Q3 | $201K | Hold |
7,548
| – | – | 0.01% | 703 |
|
|
2020
Q2 | $223K | Buy |
+7,548
| New | +$223K | 0.01% | 689 |
|
|
2020
Q1 | – | Sell |
-5,900
| Closed | -$235K | – | 704 |
|
|
2019
Q4 | $235K | Buy |
+5,900
| New | +$235K | 0.01% | 698 |
|
|
2019
Q2 | – | Sell |
-8,746
| Closed | -$361K | – | 754 |
|
|
2019
Q1 | $361K | Buy |
8,746
+233
| +3% | +$9.62K | 0.01% | 732 |
|
|
2018
Q4 | $296K | Sell |
8,513
-856
| -9% | -$29.8K | 0.01% | 732 |
|
|
2018
Q3 | $345K | Buy |
9,369
+1,799
| +24% | +$66.2K | 0.01% | 752 |
|
|
2018
Q2 | $276K | Buy |
+7,570
| New | +$276K | ﹤0.01% | 760 |
|