Advisor Partners’s Pearson PSO Stock Holding History

Advisor Partners’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
2022 Q2	$473K	Buy	51,338 +7,088	+16%	+$68.4K	0.03%	497
2022 Q1	$441K	Buy	44,250 +1,432	+3%	+$12.9K	0.03%	555
2021 Q4	$360K	Buy	42,818 +4,527	+12%	+$38.9K	0.02%	617
2021 Q3	$370K	Sell	38,291 -4,627	-11%	-$50.2K	0.03%	567
2021 Q2	$498K	Buy	42,918 +79	+0.2%	+$922	0.03%	506
2021 Q1	$458K	Buy	42,839 +1,364	+3%	+$14.2K	0.03%	498
2020 Q4	$381K	Buy	41,475 +2,919	+8%	+$23.4K	0.03%	523
2020 Q3	$274K	Sell	38,556 -4,656	-11%	-$33.6K	0.02%	549
2020 Q2	$312K	Buy	+43,212	New	+$270K	0.03%	510

Other funds holding PSO

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

13D Management New York $71.3M AUM 83.05% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

HJIM

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

Advisor Partners's PSO Position: Q2 2022 in Review

Advisor Partners increased its Pearson (PSO) stake by 16% in Q2 2022, buying an estimated $68.4K and bringing the position to 51,338 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #497.

Advisor Partners first reported a position in PSO in Q2 2020 and has held it in 9 quarters since. The position peaked at $498K in Q2 2021. 122 funds tracked by Wall St. Rank hold PSO as of Q2 2022.

Advisor Partners held 51,338 shares of Pearson worth $473K as of Q2 2022.
Advisor Partners bought 7,088 Pearson shares in Q2 2022, an estimated $68.4K.
Pearson made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #497 holding.
Advisor Partners first reported a position in Pearson in Q2 2020 and has held it in 9 quarters since.
Advisor Partners's Pearson position peaked at $498K in Q2 2021.
122 funds tracked by Wall St. Rank held Pearson as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.