Aperio Group’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.68M | Buy |
618,877
+38,902
| +7% | +$312K | 0.02% | 769 |
|
|
2020
Q3 | $4.12M | Buy |
579,975
+87,896
| +18% | +$633K | 0.01% | 805 |
|
|
2020
Q2 | $3.56M | Sell |
492,079
-364,374
| -43% | -$2.28M | 0.01% | 863 |
|
|
2020
Q1 | $5.9M | Buy |
856,453
+433,054
| +102% | +$3.15M | 0.03% | 593 |
|
|
2019
Q4 | $3.57M | Sell |
423,399
-102,241
| -19% | -$879K | 0.01% | 860 |
|
|
2019
Q3 | $4.75M | Buy |
525,640
+40,408
| +8% | +$419K | 0.02% | 726 |
|
|
2019
Q2 | $5.03M | Sell |
485,232
-111,322
| -19% | -$1.17M | 0.02% | 713 |
|
|
2019
Q1 | $6.55M | Sell |
596,554
-37,959
| -6% | -$443K | 0.03% | 598 |
|
|
2018
Q4 | $7.58M | Buy |
634,513
+72,079
| +13% | +$833K | 0.04% | 488 |
|
|
2018
Q3 | $6.48M | Buy |
562,434
+34,313
| +6% | +$402K | 0.03% | 589 |
|
|
2018
Q2 | $6.13M | Buy |
528,121
+58,290
| +12% | +$673K | 0.03% | 592 |
|
|
2018
Q1 | $4.95M | Buy |
469,831
+15,022
| +3% | +$150K | 0.02% | 663 |
|
|
2017
Q4 | $4.47M | Buy |
454,809
+74,034
| +19% | +$679K | 0.02% | 677 |
|
|
2017
Q3 | $3.1M | Sell |
380,775
-99,144
| -21% | -$802K | 0.02% | 777 |
|
|
2017
Q2 | $4.3M | Buy |
479,919
+66,839
| +16% | +$581K | 0.03% | 648 |
|
|
2017
Q1 | $3.5M | Buy |
413,080
+128,186
| +45% | +$1.07M | 0.02% | 674 |
|
|
2016
Q4 | $2.85M | Sell |
284,894
-141,172
| -33% | -$1.37M | 0.02% | 699 |
|
|
2016
Q3 | $4.17M | Sell |
426,066
-147,703
| -26% | -$1.7M | 0.03% | 590 |
|
|
2016
Q2 | $7.45M | Buy |
573,769
+165,860
| +41% | +$1.98M | 0.06% | 371 |
|
|
2016
Q1 | $5.12M | Buy |
407,909
+151,448
| +59% | +$1.73M | 0.04% | 474 |
|
|
2015
Q4 | $2.77M | Sell |
256,461
-62,688
| -20% | -$846K | 0.03% | 647 |
|
|
2015
Q3 | $5.48M | Buy |
319,149
+49,968
| +19% | +$902K | 0.06% | 401 |
|
|
2015
Q2 | $5.1M | Buy |
269,181
+3,011
| +1% | +$61.5K | 0.05% | 415 |
|
|
2015
Q1 | $5.75M | Buy |
266,170
+5,338
| +2% | +$110K | 0.06% | 367 |
|
|
2014
Q4 | $4.81M | Sell |
260,832
-65,687
| -20% | -$1.23M | 0.06% | 389 |
|
|
2014
Q3 | $6.54M | Buy |
326,519
+44,425
| +16% | +$848K | 0.09% | 281 |
|
|
2014
Q2 | $5.59M | Buy |
282,094
+41,078
| +17% | +$768K | 0.08% | 304 |
|
|
2014
Q1 | $4.29M | Buy |
+241,016
| New | +$4.5M | 0.06% | 423 |
|
|
2013
Q4 | – | Sell |
-244,495
| Closed | -$5.19M | – | 275 |
|
|
2013
Q3 | $4.97M | Buy |
244,495
+45,130
| +23% | +$900K | 0.1% | 269 |
|
|
2013
Q2 | $3.57M | Buy |
+199,365
| New | +$3.62M | 0.08% | 293 |
|
Other funds holding PSO
PPA
1M
HJIM
Aperio Group's PSO Position: Q4 2020 in Review
Aperio Group increased its Pearson (PSO) stake by 6.7% in Q4 2020, buying an estimated $312K and bringing the position to 618,877 shares worth $5.68M. The position accounts for 0.02% of the portfolio, ranked #769.
Aperio Group first reported a position in PSO in Q2 2013 and has held it in 30 quarters since. The position peaked at $7.58M in Q4 2018. 92 funds tracked by Wall St. Rank hold PSO as of Q4 2020.
- Aperio Group held 618,877 shares of Pearson worth $5.68M as of Q4 2020.
- Aperio Group bought 38,902 Pearson shares in Q4 2020, an estimated $312K.
- Pearson made up 0.02% of Aperio Group's portfolio in Q4 2020, its #769 holding.
- Aperio Group first reported a position in Pearson in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Pearson position peaked at $7.58M in Q4 2018.
- 92 funds tracked by Wall St. Rank held Pearson as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.