EA
PJT icon

Ellsworth Advisors’s PJT Partners PJT Stock Holding History

Ellsworth 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
2025
Q2 		– Sell
-5,829
Closed -$804K – 186
2025
Q1 		$804K Buy
5,829
+182
+3% +$28.6K 0.21% 103
2024
Q4 		$891K Buy
5,647
+205
+4% +$31.3K 0.23% 92
2024
Q3 		$726K Buy
5,442
+205
+4% +$25K 0.19% 102
2024
Q2 		$565K Buy
5,237
+331
+7% +$33.2K 0.16% 118
2024
Q1 		$456K Buy
+4,906
New +$482K 0.13% 138

Other funds holding PJT

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ellsworth Advisors's PJT Position: Q2 2025 in Review

Ellsworth Advisors sold out of PJT Partners (PJT) in Q2 2025, closing a stake of 5,829 shares — an estimated $804K sold.

Ellsworth Advisors first reported a position in PJT in Q1 2024 and held it in 5 quarters. The position peaked at $891K in Q4 2024. 378 funds tracked by Wall St. Rank hold PJT as of Q2 2025.

  • Ellsworth Advisors reported no remaining PJT Partners position as of Q2 2025 after selling out during the quarter.
  • Ellsworth Advisors sold 5,829 PJT Partners shares in Q2 2025, an estimated $804K.
  • Ellsworth Advisors first reported a position in PJT Partners in Q1 2024 and held it in 5 quarters.
  • Ellsworth Advisors's PJT Partners position peaked at $891K in Q4 2024.
  • 378 funds tracked by Wall St. Rank held PJT Partners as of Q2 2025.

Based on Ellsworth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.