Claris Advisors’s PJT Partners PJT Stock Holding History

Claris Advisors’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 Q4	–	Sell	-1	Closed	-$133	–	859
2024 Q3	$133	Buy	+1	New	+$122	﹤0.01%	1078

Other funds holding PJT

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

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

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

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

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

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Claris Advisors's PJT Position: Q4 2024 in Review

Claris Advisors sold out of PJT Partners (PJT) in Q4 2024, closing a stake of 1 share — an estimated $133 sold.

Claris Advisors first reported a position in PJT in Q3 2024 and held it in 1 quarter. The position peaked at $133 in Q3 2024. 347 funds tracked by Wall St. Rank hold PJT as of Q4 2024.

Claris Advisors reported no remaining PJT Partners position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 PJT Partners share in Q4 2024, an estimated $133.
Claris Advisors first reported a position in PJT Partners in Q3 2024 and held it in 1 quarter.
Claris Advisors's PJT Partners position peaked at $133 in Q3 2024.
347 funds tracked by Wall St. Rank held PJT Partners as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.