Cambridge Trust’s PJT Partners PJT Stock Holding History

Cambridge 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
2023 Q2	–	Sell	-1	Closed	-$72	–	744
2023 Q1	$72	Hold	1	–	–	﹤0.01%	755
2022 Q4	$0	Hold	1	–	–	﹤0.01%	859
2022 Q3	$0	Hold	1	–	–	﹤0.01%	887
2022 Q2	$0	Hold	1	–	–	﹤0.01%	932
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1105
2021 Q4	$0	Buy	+1	New	+$80	﹤0.01%	1117

Other funds holding PJT

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

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

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

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

EAM

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

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

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

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

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

GPGA

Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

Cambridge Trust's PJT Position: Q2 2023 in Review

Cambridge Trust sold out of PJT Partners (PJT) in Q2 2023, closing a stake of 1 share — an estimated $72 sold.

Cambridge Trust first reported a position in PJT in Q4 2021 and held it in 6 quarters. The position peaked at $72 in Q1 2023. 230 funds tracked by Wall St. Rank hold PJT as of Q2 2023.

Cambridge Trust reported no remaining PJT Partners position as of Q2 2023 after selling out during the quarter.
Cambridge Trust sold 1 PJT Partners share in Q2 2023, an estimated $72.
Cambridge Trust first reported a position in PJT Partners in Q4 2021 and held it in 6 quarters.
Cambridge Trust's PJT Partners position peaked at $72 in Q1 2023.
230 funds tracked by Wall St. Rank held PJT Partners as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.