SSG
JBGS

Summit Securities Group’s JBG SMITH JBGS Stock Holding History

Summit Securities Group’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
2024
Q4 		– Sell
-1,709
Closed -$30K – 771
2024
Q3 		$30K Buy
+1,709
New +$29K 0.01% 289
2024
Q1 		– Sell
-1
Closed – – 696
2023
Q4 		$0 Buy
+1
New +$15 ﹤0.01% 789

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's JBGS Position: Q4 2024 in Review

Summit Securities Group sold out of JBG SMITH (JBGS) in Q4 2024, closing a stake of 1,709 shares — an estimated $30K sold.

Summit Securities Group first reported a position in JBGS in Q4 2023 and held it in 2 quarters. The position peaked at $30K in Q3 2024. 215 funds tracked by Wall St. Rank hold JBGS as of Q4 2024.

  • Summit Securities Group reported no remaining JBG SMITH position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 1,709 JBG SMITH shares in Q4 2024, an estimated $30K.
  • Summit Securities Group first reported a position in JBG SMITH in Q4 2023 and held it in 2 quarters.
  • Summit Securities Group's JBG SMITH position peaked at $30K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.