TI
JBGS

tru Independence’s JBG SMITH JBGS Stock Holding History

tru Independence’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
2021
Q1 		– Sell
-27
Closed -$1 – 504
2020
Q4 		$1 Buy
+27
New +$778 ﹤0.01% 703

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

tru Independence's JBGS Position: Q1 2021 in Review

tru Independence sold out of JBG SMITH (JBGS) in Q1 2021, closing a stake of 27 shares — an estimated $1 sold.

tru Independence first reported a position in JBGS in Q4 2020 and held it in 1 quarter. The position peaked at $1 in Q4 2020. 233 funds tracked by Wall St. Rank hold JBGS as of Q1 2021.

  • tru Independence reported no remaining JBG SMITH position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 27 JBG SMITH shares in Q1 2021, an estimated $1.
  • tru Independence first reported a position in JBG SMITH in Q4 2020 and held it in 1 quarter.
  • tru Independence's JBG SMITH position peaked at $1 in Q4 2020.
  • 233 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.