Champlain Investment Partners’s PJT Partners PJT Stock Holding History

Champlain Investment Partners’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
2026 Q1	$30.1M	Buy	215,241 +2,073	+1%	+$326K	0.38%	92
2025 Q4	$35.6M	Sell	213,168 -200,973	-49%	-$34.4M	0.36%	98
2025 Q3	$73.6M	Sell	414,141 -88,250	-18%	-$15.9M	0.56%	78
2025 Q2	$82.9M	Sell	502,391 -30,988	-6%	-$4.5M	0.58%	79
2025 Q1	$73.5M	Sell	533,379 -31,777	-6%	-$5M	0.53%	82
2024 Q4	$89.2M	Sell	565,156 -29,203	-5%	-$4.45M	0.56%	71
2024 Q3	$79.3M	Buy	594,359 +41,119	+7%	+$5.02M	0.48%	85
2024 Q2	$59.7M	Buy	553,240 +96,743	+21%	+$9.72M	0.37%	102
2024 Q1	$43M	Buy	+456,497	New	+$44.9M	0.25%	116

Other funds holding PJT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return