Institutional & Family Asset Management’s PJT Partners PJT Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$2.05K	Hold	19	–	–	﹤0.01%	576
2024 Q1	$1.79K	Hold	19	–	–	﹤0.01%	588
2023 Q4	$1.94K	Hold	19	–	–	﹤0.01%	560
2023 Q3	$1.51K	Hold	19	–	–	﹤0.01%	577
2023 Q2	$1.32K	Hold	19	–	–	﹤0.01%	598
2023 Q1	$1.37K	Hold	19	–	–	﹤0.01%	593
2022 Q4	$1.4K	Hold	19	–	–	﹤0.01%	576
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	664
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	681
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	718
2021 Q4	$1K	Buy	19 +7	+58%	+$558	﹤0.01%	749
2021 Q3	$1K	Sell	12 -9	-43%	-$690	﹤0.01%	864
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	910
2021 Q1	$1K	Sell	21 -12	-36%	-$869	﹤0.01%	890
2020 Q4	$2K	Sell	33 -1	-3%	-$70	﹤0.01%	784
2020 Q3	$2K	Hold	34	–	–	﹤0.01%	719
2020 Q2	$2K	Sell	34 -10	-23%	-$493	﹤0.01%	704
2020 Q1	$2K	Hold	44	–	–	﹤0.01%	666
2019 Q4	$2K	Hold	44	–	–	﹤0.01%	752
2019 Q3	$2K	Hold	44	–	–	﹤0.01%	715
2019 Q2	$2K	Hold	44	–	–	﹤0.01%	730
2019 Q1	$2K	Hold	44	–	–	﹤0.01%	733
2018 Q4	$2K	Hold	44	–	–	﹤0.01%	707
2018 Q3	$2K	Buy	+44	New	+$2.48K	﹤0.01%	752

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Institutional & Family Asset Management's PJT Position: Q2 2024 in Review

Institutional & Family Asset Management held its PJT Partners (PJT) position steady in Q2 2024 at 19 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Institutional & Family Asset Management first reported a position in PJT in Q3 2018 and has held it in 24 quarters since. 304 funds tracked by Wall St. Rank hold PJT as of Q2 2024.

Institutional & Family Asset Management held 19 shares of PJT Partners worth $2.05K as of Q2 2024.
Institutional & Family Asset Management left its PJT Partners share count unchanged in Q2 2024.
PJT Partners made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #576 holding.
Institutional & Family Asset Management first reported a position in PJT Partners in Q3 2018 and has held it in 24 quarters since.
304 funds tracked by Wall St. Rank held PJT Partners as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.