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Disciplined Investments’s PJT Partners PJT Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-3
Closed -$209 – 1160
2023
Q2 		$209 Sell
3
-1
-25% -$69 ﹤0.01% 1486
2023
Q1 		$289 Hold
4
– – ﹤0.01% 1409
2022
Q4 		$295 Sell
4
-1
-20% -$75 ﹤0.01% 1343
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1513
2022
Q2 		$0 Buy
5
+2
+67% +$139 ﹤0.01% 1529
2022
Q1 		$0 Buy
+3
New +$195 ﹤0.01% 1549

Other funds holding PJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's PJT Position: Q3 2023 in Review

Disciplined Investments sold out of PJT Partners (PJT) in Q3 2023, closing a stake of 3 shares — an estimated $209 sold.

Disciplined Investments first reported a position in PJT in Q1 2022 and held it in 6 quarters. The position peaked at $295 in Q4 2022. 251 funds tracked by Wall St. Rank hold PJT as of Q3 2023.

  • Disciplined Investments reported no remaining PJT Partners position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 PJT Partners shares in Q3 2023, an estimated $209.
  • Disciplined Investments first reported a position in PJT Partners in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's PJT Partners position peaked at $295 in Q4 2022.
  • 251 funds tracked by Wall St. Rank held PJT Partners as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.