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Bourgeon Capital Management’s PJT Partners PJT Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-2
Closed -$204 – 296
2023
Q4 		$204 Buy
+2
New +$172 ﹤0.01% 385

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EAM
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Wellington Management Group
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bourgeon Capital Management's PJT Position: Q1 2024 in Review

Bourgeon Capital Management sold out of PJT Partners (PJT) in Q1 2024, closing a stake of 2 shares — an estimated $204 sold.

Bourgeon Capital Management first reported a position in PJT in Q4 2023 and held it in 1 quarter. The position peaked at $204 in Q4 2023. 289 funds tracked by Wall St. Rank hold PJT as of Q1 2024.

  • Bourgeon Capital Management reported no remaining PJT Partners position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 2 PJT Partners shares in Q1 2024, an estimated $204.
  • Bourgeon Capital Management first reported a position in PJT Partners in Q4 2023 and held it in 1 quarter.
  • Bourgeon Capital Management's PJT Partners position peaked at $204 in Q4 2023.
  • 289 funds tracked by Wall St. Rank held PJT Partners as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.