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Crestline Management’s Perella Weinberg Partners PWP Stock Holding History

Crestline Management’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-41,110
Closed -$980K – 498
2024
Q4 		$980K Buy
+41,110
New +$954K 0.03% 416

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Crestline Management's PWP Position: Q1 2025 in Review

Crestline Management sold out of Perella Weinberg Partners (PWP) in Q1 2025, closing a stake of 41,110 shares — an estimated $980K sold.

Crestline Management first reported a position in PWP in Q4 2024 and held it in 1 quarter. The position peaked at $980K in Q4 2024. 171 funds tracked by Wall St. Rank hold PWP as of Q1 2025.

  • Crestline Management reported no remaining Perella Weinberg Partners position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 41,110 Perella Weinberg Partners shares in Q1 2025, an estimated $980K.
  • Crestline Management first reported a position in Perella Weinberg Partners in Q4 2024 and held it in 1 quarter.
  • Crestline Management's Perella Weinberg Partners position peaked at $980K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.