Lindbrook Capital’s PJT Partners PJT Stock Holding History

Lindbrook Capital’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
2025 Q1	$26.3K	Buy	191 +1	+0.5%	+$157	﹤0.01%	1242
2024 Q4	$30K	Buy	190 +1	+0.5%	+$153	﹤0.01%	1052
2024 Q3	$25.2K	Hold	189	–	–	﹤0.01%	1165
2024 Q2	$20.4K	Sell	189 -76	-29%	-$7.63K	﹤0.01%	1231
2024 Q1	$25K	Hold	265	–	–	﹤0.01%	1099
2023 Q4	$27K	Sell	265 -17	-6%	-$1.46K	﹤0.01%	1028
2023 Q3	$22.4K	Hold	282	–	–	﹤0.01%	1009
2023 Q2	$19.6K	Sell	282 -18	-6%	-$1.24K	﹤0.01%	1100
2023 Q1	$21.7K	Sell	300 -131	-30%	-$10.1K	﹤0.01%	1038
2022 Q4	$31.8K	Sell	431 -171	-28%	-$12.8K	﹤0.01%	859
2022 Q3	$40K	Sell	602 -1	-0.2%	-$70	0.01%	734
2022 Q2	$42K	Hold	603	–	–	0.01%	729
2022 Q1	$38K	Sell	603 -1,390	-70%	-$90.4K	0.01%	768
2021 Q4	$148K	Buy	+1,993	New	+$159K	0.02%	383
2021 Q2	–	Sell	-55	Closed	-$4K	–	1983
2021 Q1	$4K	Hold	55	–	–	﹤0.01%	1349
2020 Q4	$4K	Buy	+55	New	+$3.87K	﹤0.01%	1268

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

CIP

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Lindbrook Capital's PJT Position: Q1 2025 in Review

Lindbrook Capital increased its PJT Partners (PJT) stake by 0.53% in Q1 2025, buying an estimated $157 and bringing the position to 191 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Lindbrook Capital first reported a position in PJT in Q4 2020 and has held it in 16 quarters since. The position peaked at $148K in Q4 2021. 391 funds tracked by Wall St. Rank hold PJT as of Q1 2025.

Lindbrook Capital held 191 shares of PJT Partners worth $26.3K as of Q1 2025.
Lindbrook Capital bought 1 PJT Partners share in Q1 2025, an estimated $157.
PJT Partners made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1242 holding.
Lindbrook Capital first reported a position in PJT Partners in Q4 2020 and has held it in 16 quarters since.
Lindbrook Capital's PJT Partners position peaked at $148K in Q4 2021.
391 funds tracked by Wall St. Rank held PJT Partners as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.