Advisors Preferred’s Pearson PSO Stock Holding History

Advisors Preferred’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
2024 Q4	–	Sell	-21,174	Closed	-$288K	–	264
2024 Q3	$288K	Buy	+21,174	New	+$284K	0.04%	151
2018 Q2	–	Sell	-8,825	Closed	-$93K	–	263
2018 Q1	$93K	Buy	+8,825	New	+$87.9K	0.04%	132

Other funds holding PSO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

13D Management New York $64.5M AUM 38.54% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Advisors Preferred's PSO Position: Q4 2024 in Review

Advisors Preferred sold out of Pearson (PSO) in Q4 2024, closing a stake of 21,174 shares — an estimated $288K sold.

Advisors Preferred first reported a position in PSO in Q1 2018 and held it in 2 quarters. The position peaked at $288K in Q3 2024. 155 funds tracked by Wall St. Rank hold PSO as of Q4 2024.

Advisors Preferred reported no remaining Pearson position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 21,174 Pearson shares in Q4 2024, an estimated $288K.
Advisors Preferred first reported a position in Pearson in Q1 2018 and held it in 2 quarters.
Advisors Preferred's Pearson position peaked at $288K in Q3 2024.
155 funds tracked by Wall St. Rank held Pearson as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.