Advisor Group’s Pearson PSO Stock Holding History

Advisor Group’s Portfolio PSO Stock Details PSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$261K	Buy	30,954 +43	+0.1%	+$370	﹤0.01%	2189
2019 Q3	$280K	Sell	30,911 -3,096	-9%	-$32.1K	﹤0.01%	2062
2019 Q2	$353K	Sell	34,007 -2,319	-6%	-$24.3K	﹤0.01%	1865
2019 Q1	$399K	Sell	36,326 -142	-0.4%	-$1.66K	﹤0.01%	1751
2018 Q4	$435K	Buy	36,468 +16,120	+79%	+$186K	﹤0.01%	1510
2018 Q3	$234K	Buy	20,348 +7,225	+55%	+$84.6K	﹤0.01%	2044
2018 Q2	$153K	Buy	13,123 +720	+6%	+$8.32K	﹤0.01%	2178
2018 Q1	$131K	Buy	12,403 +10,532	+563%	+$105K	﹤0.01%	2322
2017 Q4	$19K	Buy	1,871 +534	+40%	+$4.9K	﹤0.01%	3748
2017 Q3	$10K	Buy	1,337 +323	+32%	+$2.61K	﹤0.01%	3968
2017 Q2	$9K	Buy	1,014 +962	+1,850%	+$8.36K	﹤0.01%	3985
2017 Q1	$0	Hold	52	–	–	﹤0.01%	4770
2016 Q4	$1K	Hold	52	–	–	﹤0.01%	4386
2016 Q3	$1K	Hold	52	–	–	﹤0.01%	4338
2016 Q2	$0	Buy	+52	New	+$621	﹤0.01%	4474

Other funds holding PSO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Advisor Group's PSO Position: Q4 2019 in Review

Advisor Group increased its Pearson (PSO) stake by 0.14% in Q4 2019, buying an estimated $370 and bringing the position to 30,954 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Advisor Group first reported a position in PSO in Q2 2016 and has held it in 15 quarters since. The position peaked at $435K in Q4 2018. 75 funds tracked by Wall St. Rank hold PSO as of Q4 2019.

Advisor Group held 30,954 shares of Pearson worth $261K as of Q4 2019.
Advisor Group bought 43 Pearson shares in Q4 2019, an estimated $370.
Pearson made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2189 holding.
Advisor Group first reported a position in Pearson in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Pearson position peaked at $435K in Q4 2018.
75 funds tracked by Wall St. Rank held Pearson as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.