V
JBGS

Veritable’s JBG SMITH JBGS Stock Holding History

Veritable’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
2023
Q1 		– Sell
-10,312
Closed -$196K – 901
2022
Q4 		$196K Buy
+10,312
New +$199K ﹤0.01% 825
2021
Q3 		– Sell
-6,576
Closed -$207K – 897
2021
Q2 		$207K Hold
6,576
– – ﹤0.01% 832
2021
Q1 		$209K Buy
+6,576
New +$208K ﹤0.01% 789
2020
Q2 		– Sell
-6,317
Closed -$201K – 774
2020
Q1 		$201K Buy
6,317
+126
+2% +$4.74K ﹤0.01% 674
2019
Q4 		$247K Hold
6,191
– – ﹤0.01% 725
2019
Q3 		$243K Buy
6,191
+229
+4% +$8.93K ﹤0.01% 711
2019
Q2 		$235K Sell
5,962
-4,766
-44% -$196K ﹤0.01% 726
2019
Q1 		$444K Buy
10,728
+264
+3% +$10.4K 0.01% 533
2018
Q4 		$364K Sell
10,464
-1,225
-10% -$46K 0.01% 547
2018
Q3 		$431K Buy
11,689
+2,817
+32% +$104K 0.01% 533
2018
Q2 		$324K Buy
+8,872
New +$321K 0.01% 613

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Veritable's JBGS Position: Q1 2023 in Review

Veritable sold out of JBG SMITH (JBGS) in Q1 2023, closing a stake of 10,312 shares — an estimated $196K sold.

Veritable first reported a position in JBGS in Q2 2018 and held it in 11 quarters. The position peaked at $444K in Q1 2019. 237 funds tracked by Wall St. Rank hold JBGS as of Q1 2023.

  • Veritable reported no remaining JBG SMITH position as of Q1 2023 after selling out during the quarter.
  • Veritable sold 10,312 JBG SMITH shares in Q1 2023, an estimated $196K.
  • Veritable first reported a position in JBG SMITH in Q2 2018 and held it in 11 quarters.
  • Veritable's JBG SMITH position peaked at $444K in Q1 2019.
  • 237 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2023.

Based on Veritable's 13F filing for Q1 2023, filed 12 May 2023.