Covestor’s PJT Partners PJT Stock Holding History

Covestor’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	$65K	Buy	462 +252	+120%	+$39.7K	0.05%	533
2025 Q4	$35K	Sell	210 -21	-9%	-$3.59K	0.02%	1041
2025 Q3	$41K	Sell	231 -994	-81%	-$179K	0.02%	1000
2025 Q2	$202K	Buy	1,225 +1,050	+600%	+$153K	0.12%	183
2025 Q1	$24K	Buy	175 +165	+1,650%	+$26K	0.02%	1137
2024 Q4	$2K	Hold	10	–	–	﹤0.01%	1924
2024 Q3	$1K	Hold	10	–	–	﹤0.01%	2069
2024 Q2	$1K	Buy	10 +9	+900%	+$904	﹤0.01%	2092
2024 Q1	$0	Sell	1 -6	-86%	-$590	﹤0.01%	2627
2023 Q4	$1K	Hold	7	–	–	﹤0.01%	2020
2023 Q3	$1K	Sell	7 -1	-13%	-$77	﹤0.01%	1975
2023 Q2	$1K	Sell	8 -1	-11%	-$69	﹤0.01%	2000
2023 Q1	$1K	Buy	9 +1	+13%	+$77	﹤0.01%	1888
2022 Q4	$1K	Sell	8 -1	-11%	-$75	﹤0.01%	1917
2022 Q3	$1K	Sell	9 -2	-18%	-$140	﹤0.01%	1841
2022 Q2	$1K	Sell	11 -5	-31%	-$348	﹤0.01%	1781
2022 Q1	$1K	Sell	16 -3	-16%	-$195	﹤0.01%	1917
2021 Q4	$1K	Buy	+19	New	+$1.51K	﹤0.01%	1883

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