Shell Asset Management’s PJT Partners PJT Stock Holding History

Shell 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
2025 Q3	$101K	Sell	571 -904	-61%	-$163K	0.01%	642
2025 Q2	$243K	Sell	1,475 -295	-17%	-$42.9K	0.01%	701
2025 Q1	$244K	Sell	1,770 -76	-4%	-$12K	0.01%	703
2024 Q4	$291K	Hold	1,846	–	–	0.01%	685
2024 Q3	$246K	Buy	+1,846	New	+$226K	0.01%	757
2024 Q1	$211K	Buy	1,951 +480	+33%	+$47.2K	0.01%	795
2023 Q4	$150K	Sell	1,471 -439	-23%	-$37.7K	0.01%	950
2023 Q3	$152K	Sell	1,910 -30	-2%	-$2.32K	0.01%	989
2023 Q2	$135K	Sell	1,940 -777	-29%	-$53.6K	0.01%	1049
2023 Q1	$196K	Sell	2,717 -10	-0.4%	-$767	0.01%	930
2022 Q4	$201K	Sell	2,727 -554	-17%	-$41.5K	0.01%	945
2022 Q3	$219K	Buy	3,281 +341	+12%	+$23.9K	0.01%	975
2022 Q2	$207K	Buy	+2,940	New	+$204K	0.01%	1111

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CAM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Shell Asset Management's PJT Position: Q3 2025 in Review

Shell Asset Management reduced its PJT Partners (PJT) stake by 61% in Q3 2025, selling an estimated $163K and leaving 571 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #642.

Shell Asset Management first reported a position in PJT in Q2 2022 and has held it in 13 quarters since. The position peaked at $291K in Q4 2024. 394 funds tracked by Wall St. Rank hold PJT as of Q3 2025.

Shell Asset Management held 571 shares of PJT Partners worth $101K as of Q3 2025.
Shell Asset Management sold 904 PJT Partners shares in Q3 2025, an estimated $163K.
PJT Partners made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #642 holding.
Shell Asset Management first reported a position in PJT Partners in Q2 2022 and has held it in 13 quarters since.
Shell Asset Management's PJT Partners position peaked at $291K in Q4 2024.
394 funds tracked by Wall St. Rank held PJT Partners as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.