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Mendota Financial Group’s PJT Partners PJT Stock Holding History

Mendota Financial Group’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
-1
Closed -$134 – 948
2024
Q3 		$134 Buy
+1
New +$122 ﹤0.01% 788

Other funds holding PJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mendota Financial Group's PJT Position: Q4 2024 in Review

Mendota Financial Group sold out of PJT Partners (PJT) in Q4 2024, closing a stake of 1 share — an estimated $134 sold.

Mendota Financial Group first reported a position in PJT in Q3 2024 and held it in 1 quarter. The position peaked at $134 in Q3 2024. 347 funds tracked by Wall St. Rank hold PJT as of Q4 2024.

  • Mendota Financial Group reported no remaining PJT Partners position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1 PJT Partners share in Q4 2024, an estimated $134.
  • Mendota Financial Group first reported a position in PJT Partners in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's PJT Partners position peaked at $134 in Q3 2024.
  • 347 funds tracked by Wall St. Rank held PJT Partners as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.