Harbour Investments’s PJT Partners PJT Stock Holding History

Harbour 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
2026 Q1	$2K	Hold	14	–	–	﹤0.01%	3904
2025 Q4	$2.34K	Buy	14 +1	+8%	+$171	﹤0.01%	3271
2025 Q3	$2.31K	Hold	13	–	–	﹤0.01%	3236
2025 Q2	$2.15K	Hold	13	–	–	﹤0.01%	3112
2025 Q1	$1.79K	Hold	13	–	–	﹤0.01%	3111
2024 Q4	$2.05K	Hold	13	–	–	﹤0.01%	3015
2024 Q3	$1.73K	Sell	13 -6	-32%	-$733	﹤0.01%	2966
2024 Q2	$2.05K	Hold	19	–	–	﹤0.01%	2804
2024 Q1	$1.79K	Hold	19	–	–	﹤0.01%	2810
2023 Q4	$1.94K	Buy	19 +7	+58%	+$602	﹤0.01%	2701
2023 Q3	$953	Hold	12	–	–	﹤0.01%	2711
2023 Q2	$836	Hold	12	–	–	﹤0.01%	2725
2023 Q1	$866	Hold	12	–	–	﹤0.01%	2713
2022 Q4	$884	Hold	12	–	–	﹤0.01%	2710
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	2634
2022 Q2	$1K	Buy	+12	New	+$834	﹤0.01%	2634
2021 Q4	$1K	Sell	12 -5	-29%	-$398	﹤0.01%	2547
2021 Q3	$1K	Sell	17 -567	-97%	-$43.5K	﹤0.01%	3579
2021 Q2	$42K	Hold	584	–	–	﹤0.01%	1924
2021 Q1	$40K	Buy	+584	New	+$42.3K	﹤0.01%	1827

Other funds holding PJT

BlackRock New York $5.72T 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