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Eagle Asset Management’s Perella Weinberg Partners PWP Stock Holding History

Eagle Asset 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
2024
Q3 		$18.5M Buy
756,540
+183,905
+32% +$3.37M 0.09% 200
2024
Q2 		$9.16M Buy
+572,635
New +$8.65M 0.05% 300

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Eagle Asset Management's PWP Position: Q3 2024 in Review

Eagle Asset Management increased its Perella Weinberg Partners (PWP) stake by 32% in Q3 2024, buying an estimated $3.37M and bringing the position to 756,540 shares worth $18.5M. The position accounts for 0.09% of the portfolio, ranked #200.

Eagle Asset Management first reported a position in PWP in Q2 2024 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold PWP as of Q3 2024.

  • Eagle Asset Management held 756,540 shares of Perella Weinberg Partners worth $18.5M as of Q3 2024.
  • Eagle Asset Management bought 183,905 Perella Weinberg Partners shares in Q3 2024, an estimated $3.37M.
  • Perella Weinberg Partners made up 0.09% of Eagle Asset Management's portfolio in Q3 2024, its #200 holding.
  • Eagle Asset Management first reported a position in Perella Weinberg Partners in Q2 2024 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.