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Steward Financial Group’s PJT Partners PJT Stock Holding History

Steward 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
2023
Q3 		$1K Buy
+13
New +$1K ﹤0.01% 1235
2023
Q2 		– Sell
-14
Closed -$1K – 852
2023
Q1 		$1K Buy
14
+8
+133% +$614 ﹤0.01% 648
2022
Q4 		$0 Buy
+6
New +$450 ﹤0.01% 746
2022
Q3 		– Sell
-8
Closed – – 985
2022
Q2 		$0 Buy
+8
New +$556 ﹤0.01% 1274

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's PJT Position: Q3 2023 in Review

Steward Financial Group opened a new position in PJT Partners (PJT) in Q3 2023: 13 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1235 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PJT as recently as Q1 2023.

Steward Financial Group first reported a position in PJT in Q2 2022 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold PJT as of Q3 2023.

  • Steward Financial Group held 13 shares of PJT Partners worth $1K as of Q3 2023.
  • PJT Partners was a new Steward Financial Group position in Q3 2023.
  • PJT Partners made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1235 holding.
  • Steward Financial Group first reported a position in PJT Partners in Q2 2022 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held PJT Partners as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.