Berman Capital Advisors’s Pearson PSO Stock Holding History

Berman Capital Advisors’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
2021 Q3	$7K	Hold	768	–	–	﹤0.01%	1333
2021 Q2	$8K	Hold	768	–	–	﹤0.01%	1206
2021 Q1	$8K	Hold	768	–	–	﹤0.01%	1116
2020 Q4	$7K	Hold	768	–	–	﹤0.01%	1054
2020 Q3	$5K	Buy	768 +609	+383%	+$4.39K	﹤0.01%	1055
2020 Q2	$0	Buy	159 +63	+66%	+$393	﹤0.01%	1776
2020 Q1	$0	Buy	+96	New	+$699	﹤0.01%	1626
2019 Q4	–	Sell	-75	Closed	–	–	1525
2019 Q3	$0	Hold	75	–	–	﹤0.01%	1548
2019 Q2	$0	Buy	75 +1	+1%	+$10	﹤0.01%	1554
2019 Q1	$0	Hold	74	–	–	﹤0.01%	1451
2018 Q4	$0	Buy	+74	New	+$855	﹤0.01%	1233

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

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

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

HJIM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Berman Capital Advisors's PSO Position: Q3 2021 in Review

Berman Capital Advisors held its Pearson (PSO) position steady in Q3 2021 at 768 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Berman Capital Advisors first reported a position in PSO in Q4 2018 and has held it in 11 quarters since. The position peaked at $8K in Q2 2021. 94 funds tracked by Wall St. Rank hold PSO as of Q3 2021.

Berman Capital Advisors held 768 shares of Pearson worth $7K as of Q3 2021.
Berman Capital Advisors left its Pearson share count unchanged in Q3 2021.
Pearson made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1333 holding.
Berman Capital Advisors first reported a position in Pearson in Q4 2018 and has held it in 11 quarters since.
Berman Capital Advisors's Pearson position peaked at $8K in Q2 2021.
94 funds tracked by Wall St. Rank held Pearson as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.