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Lakewood Asset Management’s PJT Partners PJT Stock Holding History

Lakewood 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
2023
Q1 		– Sell
-14
Closed -$1K – 244
2022
Q4 		$1K Buy
+14
New +$1.05K ﹤0.01% 312

Other funds holding PJT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lakewood Asset Management's PJT Position: Q1 2023 in Review

Lakewood Asset Management sold out of PJT Partners (PJT) in Q1 2023, closing a stake of 14 shares — an estimated $1K sold.

Lakewood Asset Management first reported a position in PJT in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 250 funds tracked by Wall St. Rank hold PJT as of Q1 2023.

  • Lakewood Asset Management reported no remaining PJT Partners position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 14 PJT Partners shares in Q1 2023, an estimated $1K.
  • Lakewood Asset Management first reported a position in PJT Partners in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's PJT Partners position peaked at $1K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held PJT Partners as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.