iSAM Funds (UK)’s PJT Partners PJT Stock Holding History

iSAM Funds (UK)’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 Q4	–	Sell	-2,216	Closed	-$295K	–	377
2024 Q3	$295K	Buy	+2,216	New	+$271K	0.17%	213

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIP

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

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

iSAM Funds (UK)'s PJT Position: Q4 2024 in Review

iSAM Funds (UK) sold out of PJT Partners (PJT) in Q4 2024, closing a stake of 2,216 shares — an estimated $295K sold.

iSAM Funds (UK) first reported a position in PJT in Q3 2024 and held it in 1 quarter. The position peaked at $295K in Q3 2024. 347 funds tracked by Wall St. Rank hold PJT as of Q4 2024.

iSAM Funds (UK) reported no remaining PJT Partners position as of Q4 2024 after selling out during the quarter.
iSAM Funds (UK) sold 2,216 PJT Partners shares in Q4 2024, an estimated $295K.
iSAM Funds (UK) first reported a position in PJT Partners in Q3 2024 and held it in 1 quarter.
iSAM Funds (UK)'s PJT Partners position peaked at $295K in Q3 2024.
347 funds tracked by Wall St. Rank held PJT Partners as of Q4 2024.

Based on iSAM Funds (UK)'s 13F filing for Q4 2024, filed 14 Feb 2025.