Engineers Gate Manager’s PJT Partners PJT Stock Holding History

Engineers Gate Manager’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	$2.87M	Buy	20,527 +754	+4%	+$119K	0.04%	564
2025 Q4	$3.31M	Buy	19,773 +17,006	+615%	+$2.91M	0.04%	484
2025 Q3	$492K	Buy	+2,767	New	+$498K	0.01%	1527
2025 Q2	–	Sell	-50,784	Closed	-$7M	–	2455
2025 Q1	$7M	Buy	50,784 +44,609	+722%	+$7.02M	0.12%	233
2024 Q4	$974K	Buy	+6,175	New	+$942K	0.02%	1022
2022 Q1	–	Sell	-8,120	Closed	-$602K	–	2214
2021 Q4	$602K	Buy	+8,120	New	+$647K	0.03%	923
2021 Q1	–	Sell	-11,069	Closed	-$833K	–	2058
2020 Q4	$833K	Buy	+11,069	New	+$780K	0.04%	679
2020 Q3	–	Sell	-15,552	Closed	-$798K	–	1910
2020 Q2	$798K	Sell	15,552 -2,819	-15%	-$139K	0.04%	703
2020 Q1	$797K	Buy	+18,371	New	+$805K	0.06%	532
2019 Q4	–	Sell	-12,305	Closed	-$501K	–	1791
2019 Q3	$501K	Buy	+12,305	New	+$495K	0.03%	780
2019 Q1	–	Sell	-15,024	Closed	-$582K	–	1104
2018 Q4	$582K	Buy	+15,024	New	+$674K	0.05%	496
2018 Q3	–	Sell	-17,631	Closed	-$941K	–	1105
2018 Q2	$941K	Buy	17,631 +2,052	+13%	+$112K	0.07%	382
2018 Q1	$781K	Buy	+15,579	New	+$751K	0.05%	499

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