CT
PJT icon

Caldwell Trust’s PJT Partners PJT Stock Holding History

Caldwell Trust’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
-17
Closed -$1.73K – 731
2023
Q4 		$1.73K Hold
17
– – ﹤0.01% 685
2023
Q3 		$1.35K Hold
17
– – ﹤0.01% 692
2023
Q2 		$1.18K Buy
+17
New +$1.17K ﹤0.01% 731

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Caldwell Trust's PJT Position: Q1 2024 in Review

Caldwell Trust sold out of PJT Partners (PJT) in Q1 2024, closing a stake of 17 shares — an estimated $1.73K sold.

Caldwell Trust first reported a position in PJT in Q2 2023 and held it in 3 quarters. The position peaked at $1.73K in Q4 2023. 289 funds tracked by Wall St. Rank hold PJT as of Q1 2024.

  • Caldwell Trust reported no remaining PJT Partners position as of Q1 2024 after selling out during the quarter.
  • Caldwell Trust sold 17 PJT Partners shares in Q1 2024, an estimated $1.73K.
  • Caldwell Trust first reported a position in PJT Partners in Q2 2023 and held it in 3 quarters.
  • Caldwell Trust's PJT Partners position peaked at $1.73K in Q4 2023.
  • 289 funds tracked by Wall St. Rank held PJT Partners as of Q1 2024.

Based on Caldwell Trust's 13F filing for Q1 2024, filed 24 Sep 2025.