Putney Financial Group’s PJT Partners PJT Stock Holding History

Putney 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
2025 Q1	–	Sell	-5	Closed	-$789	–	308
2024 Q4	$789	Buy	+5	New	+$763	﹤0.01%	285

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

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

Putney Financial Group's PJT Position: Q1 2025 in Review

Putney Financial Group sold out of PJT Partners (PJT) in Q1 2025, closing a stake of 5 shares — an estimated $789 sold.

Putney Financial Group first reported a position in PJT in Q4 2024 and held it in 1 quarter. The position peaked at $789 in Q4 2024. 391 funds tracked by Wall St. Rank hold PJT as of Q1 2025.

Putney Financial Group reported no remaining PJT Partners position as of Q1 2025 after selling out during the quarter.
Putney Financial Group sold 5 PJT Partners shares in Q1 2025, an estimated $789.
Putney Financial Group first reported a position in PJT Partners in Q4 2024 and held it in 1 quarter.
Putney Financial Group's PJT Partners position peaked at $789 in Q4 2024.
391 funds tracked by Wall St. Rank held PJT Partners as of Q1 2025.

Based on Putney Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.