Account Management’s PJT Partners PJT Stock Holding History

Account Management’s Portfolio PJT Stock Details PJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$271K	Hold	1,937	–	–	0.3%	23
2025 Q4	$324K	Hold	1,937	–	–	0.35%	21
2025 Q3	$344K	Hold	1,937	–	–	0.37%	21
2025 Q2	$320K	Hold	1,937	–	–	0.35%	22
2025 Q1	$267K	Hold	1,937	–	–	0.29%	22
2024 Q4	$306K	Hold	1,937	–	–	0.36%	22
2024 Q3	$258K	Sell	1,937 -375	-16%	-$45.8K	0.31%	22
2024 Q2	$249K	Sell	2,312 -187	-7%	-$18.8K	0.28%	23
2024 Q1	$236K	Hold	2,499	–	–	0.25%	23
2023 Q4	$255K	Sell	2,499 -43	-2%	-$3.7K	0.3%	23
2023 Q3	$202K	Buy	+2,542	New	+$197K	0.28%	21
2023 Q1	–	Sell	-2,767	Closed	-$204K	–	24
2022 Q4	$204K	Sell	2,767 -300	-10%	-$22.5K	0.29%	20
2022 Q3	$204K	Hold	3,067	–	–	0.28%	23
2022 Q2	$215K	Buy	+3,067	New	+$213K	0.26%	25
2022 Q1	–	Sell	-3,113	Closed	-$231K	–	26
2021 Q4	$231K	Buy	+3,113	New	+$248K	0.2%	26
2018 Q4	–	Sell	-4,755	Closed	-$249K	–	25
2018 Q3	$249K	Hold	4,755	–	–	0.19%	24
2018 Q2	$254K	Sell	4,755 -62	-1%	-$3.39K	0.22%	25
2018 Q1	$241K	Hold	4,817	–	–	0.22%	22
2017 Q4	$220K	Buy	+4,817	New	+$196K	0.19%	24

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return