Westover Capital Advisors’s PJT Partners PJT Stock Holding History

Westover Capital Advisors’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
2026 Q1	$1.24M	Sell	8,908 -659	-7%	-$104K	0.23%	82
2025 Q4	$1.6M	Sell	9,567 -171	-2%	-$29.2K	0.29%	71
2025 Q3	$1.73M	Sell	9,738 -51	-0.5%	-$9.18K	0.32%	63
2025 Q2	$1.62M	Buy	9,789 +6,992	+250%	+$1.02M	0.32%	68
2025 Q1	$386K	Buy	2,797 +1,061	+61%	+$167K	0.09%	165
2024 Q4	$274K	Hold	1,736	–	–	0.06%	196
2024 Q3	$231K	Buy	+1,736	New	+$212K	0.04%	225
2022 Q1	–	Sell	-28,924	Closed	-$2.14M	–	190
2021 Q4	$2.14M	Sell	28,924 -146	-0.5%	-$11.6K	0.62%	49
2021 Q3	$2.3M	Sell	29,070 -566	-2%	-$43.4K	0.72%	41
2021 Q2	$2.12M	Sell	29,636 -475	-2%	-$33.9K	0.68%	45
2021 Q1	$2.04M	Buy	30,111 +1,990	+7%	+$144K	0.7%	43
2020 Q4	$2.12M	Buy	28,121 +1,040	+4%	+$73.2K	0.76%	39
2020 Q3	$1.64M	Buy	+27,081	New	+$1.52M	0.67%	46

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

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

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

Raymond James Financial

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