Number of Shares
2,965.00
Current Holdings Value*
$420,170.00
% of Portfolio
1.61%
Total Estimate Gain
$69,262.40
% of Total Estimate Gain
15.76%

DANA EPIPHANY SMALL CAP EQUITY FUND's PJT Partners Inc Holding Summary

As of 2025-04-30, DANA EPIPHANY SMALL CAP EQUITY FUND held 2,965.00 shares of PJT Partners Inc(PJT), totaling $420,170.00. This investment constitutes 1.61% of their stock portfolio, and DANA EPIPHANY SMALL CAP EQUITY FUND now holds 0.01% of the outstanding PJT Partners Inc(PJT) stock.

The initial trade took place in 2025Q2. And since then DANA EPIPHANY SMALL CAP EQUITY FUND has made 1 purchases of PJT, at an average price of $148.24, for a total of 2,965.00 shares. Based on historical transaction data and PJT's current price of $171.60, DANA EPIPHANY SMALL CAP EQUITY FUND's estimated gain on his PJT holdings is $69,262.40, reflecting a 15.76% gain to date.

DANA EPIPHANY SMALL CAP EQUITY FUND PJT ($171.60) Holding Chart

DANA EPIPHANY SMALL CAP EQUITY FUND PJT ($171.60) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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