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Schubert & Co’s PJT Partners PJT Stock Holding History

Schubert & Co’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
Q2 		– Sell
-15
Closed -$1.08K – 1113
2023
Q1 		$1.08K Sell
15
-3
-17% -$230 ﹤0.01% 1164
2022
Q4 		$1.33K Buy
18
+5
+38% +$375 ﹤0.01% 1071
2022
Q3 		$1K Hold
13
– – ﹤0.01% 1208
2022
Q2 		$1K Buy
13
+10
+333% +$695 ﹤0.01% 1240
2022
Q1 		$0 Sell
3
-2
-40% -$130 ﹤0.01% 1271
2021
Q4 		$0 Buy
+5
New +$398 ﹤0.01% 1219

Other funds holding PJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

Schubert & Co's PJT Position: Q2 2023 in Review

Schubert & Co sold out of PJT Partners (PJT) in Q2 2023, closing a stake of 15 shares — an estimated $1.08K sold.

Schubert & Co first reported a position in PJT in Q4 2021 and held it in 6 quarters. The position peaked at $1.33K in Q4 2022. 230 funds tracked by Wall St. Rank hold PJT as of Q2 2023.

  • Schubert & Co reported no remaining PJT Partners position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 15 PJT Partners shares in Q2 2023, an estimated $1.08K.
  • Schubert & Co first reported a position in PJT Partners in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's PJT Partners position peaked at $1.33K in Q4 2022.
  • 230 funds tracked by Wall St. Rank held PJT Partners as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.