Zurich Cantonal Bank’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $725K | Buy |
+49,647
| New | +$792K | ﹤0.01% | 1615 |
|
|
2025
Q4 | – | Sell |
-50,230
| Closed | -$949K | – | 3037 |
|
|
2025
Q3 | $1.12M | Buy |
50,230
+1,895
| +4% | +$39K | ﹤0.01% | 1225 |
|
|
2025
Q2 | $836K | Buy |
48,335
+2,600
| +6% | +$42.3K | ﹤0.01% | 1334 |
|
|
2025
Q1 | $737K | Sell |
45,735
-3,951
| -8% | -$60.1K | ﹤0.01% | 1365 |
|
|
2024
Q4 | $764K | Buy |
49,686
+12,532
| +34% | +$210K | ﹤0.01% | 1367 |
|
|
2024
Q3 | $649K | Hold |
37,154
| – | – | ﹤0.01% | 1382 |
|
|
2024
Q2 | $566K | Sell |
37,154
-4,114
| -10% | -$60.9K | ﹤0.01% | 1402 |
|
|
2024
Q1 | $662K | Buy |
41,268
+2,573
| +7% | +$42.9K | ﹤0.01% | 1297 |
|
|
2023
Q4 | $658K | Sell |
38,695
-4,328
| -10% | -$63K | ﹤0.01% | 1330 |
|
|
2023
Q3 | $622K | Hold |
43,023
| – | – | ﹤0.01% | 1264 |
|
|
2023
Q2 | $647K | Buy |
43,023
+6,502
| +18% | +$94.8K | ﹤0.01% | 1208 |
|
|
2023
Q1 | $550K | Hold |
36,521
| – | – | ﹤0.01% | 1242 |
|
|
2022
Q4 | $693K | Buy |
36,521
+852
| +2% | +$16.5K | ﹤0.01% | 1068 |
|
|
2022
Q3 | $663K | Buy |
35,669
+1,175
| +3% | +$26.9K | ﹤0.01% | 1011 |
|
|
2022
Q2 | $815K | Sell |
34,494
-3,405
| -9% | -$88.1K | ﹤0.01% | 945 |
|
|
2022
Q1 | $1.11M | Hold |
37,899
| – | – | 0.01% | 894 |
|
|
2021
Q4 | $1.09M | Buy |
37,899
+3,156
| +9% | +$92.4K | 0.01% | 960 |
|
|
2021
Q3 | $1.03M | Hold |
34,743
| – | – | 0.01% | 921 |
|
|
2021
Q2 | $1.09M | Sell |
34,743
-2,947
| -8% | -$96.1K | 0.01% | 875 |
|
|
2021
Q1 | $1.2M | Sell |
37,690
-1,289
| -3% | -$40.8K | 0.01% | 829 |
|
|
2020
Q4 | $1.22M | Hold |
38,979
| – | – | 0.01% | 878 |
|
|
2020
Q3 | $1.04M | Buy |
38,979
+2,628
| +7% | +$73.8K | 0.01% | 840 |
|
|
2020
Q2 | $1.07M | Buy |
36,351
+3,251
| +10% | +$101K | 0.01% | 777 |
|
|
2020
Q1 | $1.05M | Buy |
33,100
+3,072
| +10% | +$115K | 0.01% | 730 |
|
|
2019
Q4 | $1.2M | Sell |
30,028
-3,370
| -10% | -$133K | 0.01% | 781 |
|
|
2019
Q3 | $1.31M | Buy |
33,398
+1,023
| +3% | +$39.9K | 0.01% | 749 |
|
|
2019
Q2 | $1.27M | Buy |
32,375
+4,839
| +18% | +$199K | 0.01% | 758 |
|
|
2019
Q1 | $1.14M | Sell |
27,536
-1,117
| -4% | -$43.8K | 0.01% | 763 |
|
|
2018
Q4 | $997K | Buy |
28,653
+453
| +2% | +$17K | 0.01% | 750 |
|
|
2018
Q3 | $1.04M | Hold |
28,200
| – | – | 0.01% | 786 |
|
|
2018
Q2 | $1.03M | Buy |
28,200
+18,647
| +195% | +$675K | 0.01% | 788 |
|
|
2018
Q1 | $322K | Sell |
9,553
-594
| -6% | -$19.7K | ﹤0.01% | 991 |
|
|
2017
Q4 | $352K | Sell |
10,147
-12,208
| -55% | -$403K | ﹤0.01% | 950 |
|
|
2017
Q3 | $765K | Buy |
+22,355
| New | +$757K | 0.01% | 815 |
|
Other funds holding JBGS
VPM
LPC
VCM
PMG