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Bartlett & Co’s PJT Partners PJT Stock Holding History

Bartlett & Co’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
2023
Q4 		$2K Hold
18
– – ﹤0.01% 1162
2023
Q3 		$1K Hold
18
– – ﹤0.01% 1113
2023
Q2 		$1K Buy
+18
New +$1.24K ﹤0.01% 1102
2016
Q3 		– Sell
-125
Closed -$3K – 721
2016
Q2 		$3K Sell
125
-151
-55% -$3.64K ﹤0.01% 680
2016
Q1 		$7K Sell
276
-50
-15% -$1.29K ﹤0.01% 616
2015
Q4 		$9K Buy
+326
New +$7.46K ﹤0.01% 622

Other funds holding PJT

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co's PJT Position: Q4 2023 in Review

Bartlett & Co held its PJT Partners (PJT) position steady in Q4 2023 at 18 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Bartlett & Co first reported a position in PJT in Q4 2015 and has held it in 6 quarters since. The position peaked at $9K in Q4 2015. 284 funds tracked by Wall St. Rank hold PJT as of Q4 2023.

  • Bartlett & Co held 18 shares of PJT Partners worth $2K as of Q4 2023.
  • Bartlett & Co left its PJT Partners share count unchanged in Q4 2023.
  • PJT Partners made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1162 holding.
  • Bartlett & Co first reported a position in PJT Partners in Q4 2015 and has held it in 6 quarters since.
  • Bartlett & Co's PJT Partners position peaked at $9K in Q4 2015.
  • 284 funds tracked by Wall St. Rank held PJT Partners as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.