Kelly Financial Services’s PJT Partners PJT Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-6	Closed	-$647	–	576
2024 Q2	$647	Hold	6	–	–	﹤0.01%	686
2024 Q1	$566	Hold	6	–	–	﹤0.01%	712
2023 Q4	$611	Hold	6	–	–	﹤0.01%	685
2023 Q3	$477	Hold	6	–	–	﹤0.01%	685
2023 Q2	$418	Hold	6	–	–	﹤0.01%	663
2023 Q1	$433	Hold	6	–	–	﹤0.01%	637
2022 Q4	$442	Hold	6	–	–	﹤0.01%	612
2022 Q3	$401	Hold	6	–	–	﹤0.01%	626
2022 Q2	$422	Hold	6	–	–	﹤0.01%	612
2022 Q1	$379	Hold	6	–	–	﹤0.01%	626
2021 Q4	$445	Hold	6	–	–	﹤0.01%	631
2021 Q3	$475	Sell	6 -422	-99%	-$32.3K	﹤0.01%	607
2021 Q2	$6K	Buy	428 +422	+7,033%	+$30.1K	﹤0.01%	607
2021 Q1	$406	Hold	6	–	–	﹤0.01%	592
2020 Q4	$452	Hold	6	–	–	﹤0.01%	547
2020 Q3	$364	Hold	6	–	–	﹤0.01%	528
2020 Q2	$308	Hold	6	–	–	﹤0.01%	551
2020 Q1	$260	Hold	6	–	–	﹤0.01%	527
2019 Q4	$271	Hold	6	–	–	﹤0.01%	523
2019 Q3	$244	Hold	6	–	–	﹤0.01%	508
2019 Q2	$243	Hold	6	–	–	﹤0.01%	464
2019 Q1	$251	Buy	+6	New	+$257	﹤0.01%	460

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kelly Financial Services's PJT Position: Q3 2024 in Review

Kelly Financial Services sold out of PJT Partners (PJT) in Q3 2024, closing a stake of 6 shares — an estimated $647 sold.

Kelly Financial Services first reported a position in PJT in Q1 2019 and held it in 22 quarters. The position peaked at $6K in Q2 2021. 332 funds tracked by Wall St. Rank hold PJT as of Q3 2024.

Kelly Financial Services reported no remaining PJT Partners position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 6 PJT Partners shares in Q3 2024, an estimated $647.
Kelly Financial Services first reported a position in PJT Partners in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's PJT Partners position peaked at $6K in Q2 2021.
332 funds tracked by Wall St. Rank held PJT Partners as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.