Advisory Research’s PJT Partners PJT Stock Holding History

Advisory Research’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
2024 Q1	–	Sell	-5,984	Closed	-$610K	–	278
2023 Q4	$610K	Buy	+5,984	New	+$515K	0.09%	216
2023 Q2	–	Sell	-12,028	Closed	-$868K	–	476
2023 Q1	$868K	Sell	12,028 -9,830	-45%	-$754K	0.14%	182
2022 Q4	$1.61M	Buy	21,858 +2,042	+10%	+$153K	0.15%	103
2022 Q3	$1.32M	Buy	19,816 +4,630	+30%	+$325K	0.13%	125
2022 Q2	$1.07M	Buy	+15,186	New	+$1.06M	0.1%	151
2021 Q1	–	Sell	-11,894	Closed	-$895K	–	377
2020 Q4	$895K	Sell	11,894 -608	-5%	-$42.8K	0.07%	205
2020 Q3	$758K	Buy	+12,502	New	+$702K	0.07%	205
2016 Q2	–	Sell	-9,600	Closed	-$231K	–	265
2016 Q1	$231K	Sell	9,600 -7,200	-43%	-$186K	﹤0.01%	247
2015 Q4	$475K	Buy	+16,800	New	+$385K	0.01%	235

Other funds holding PJT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Advisory Research's PJT Position: Q1 2024 in Review

Advisory Research sold out of PJT Partners (PJT) in Q1 2024, closing a stake of 5,984 shares — an estimated $610K sold.

Advisory Research first reported a position in PJT in Q4 2015 and held it in 9 quarters. The position peaked at $1.61M in Q4 2022. 289 funds tracked by Wall St. Rank hold PJT as of Q1 2024.

Advisory Research reported no remaining PJT Partners position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 5,984 PJT Partners shares in Q1 2024, an estimated $610K.
Advisory Research first reported a position in PJT Partners in Q4 2015 and held it in 9 quarters.
Advisory Research's PJT Partners position peaked at $1.61M in Q4 2022.
289 funds tracked by Wall St. Rank held PJT Partners as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.