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USA Financial Formulas’s PJT Partners PJT Stock Holding History

USA Financial Formulas’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
2021
Q1 		– Sell
-2,465
Closed -$185K – 407
2020
Q4 		$185K Sell
2,465
-424
-15% -$29.9K 0.15% 114
2020
Q3 		$175K Buy
+2,889
New +$162K 0.13% 104

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USA Financial Formulas's PJT Position: Q1 2021 in Review

USA Financial Formulas sold out of PJT Partners (PJT) in Q1 2021, closing a stake of 2,465 shares — an estimated $185K sold.

USA Financial Formulas first reported a position in PJT in Q3 2020 and held it in 2 quarters. The position peaked at $185K in Q4 2020. 242 funds tracked by Wall St. Rank hold PJT as of Q1 2021.

  • USA Financial Formulas reported no remaining PJT Partners position as of Q1 2021 after selling out during the quarter.
  • USA Financial Formulas sold 2,465 PJT Partners shares in Q1 2021, an estimated $185K.
  • USA Financial Formulas first reported a position in PJT Partners in Q3 2020 and held it in 2 quarters.
  • USA Financial Formulas's PJT Partners position peaked at $185K in Q4 2020.
  • 242 funds tracked by Wall St. Rank held PJT Partners as of Q1 2021.

Based on USA Financial Formulas's 13F filing for Q1 2021, filed 6 May 2021.