BG
PSO icon

Bollard Group’s Pearson PSO Stock Holding History

Bollard 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
2023
Q4 		– Sell
-245
Closed -$3K – 335
2023
Q3 		$3K Buy
245
+2
+0.8% +$21 ﹤0.01% 315
2023
Q2 		$3K Buy
+243
New +$2.51K ﹤0.01% 487
2019
Q3 		– Sell
-82,303
Closed -$853K – 247
2019
Q2 		$853K Buy
82,303
+1,336
+2% +$14K 0.03% 136
2019
Q1 		$889K Hold
80,967
– – 0.03% 131
2018
Q4 		$967K Hold
80,967
– – 0.04% 130
2018
Q3 		$933K Buy
80,967
+122
+0.2% +$1.43K 0.04% 131
2018
Q2 		$938K Buy
80,845
+245
+0.3% +$2.83K 0.04% 129
2018
Q1 		$849K Buy
+80,600
New +$802K 0.04% 135
2017
Q4 		– Sell
-80,603
Closed -$656K – 264
2017
Q3 		$656K Buy
80,603
+699
+0.9% +$5.65K 0.03% 140
2017
Q2 		$717K Buy
79,904
+3,695
+5% +$32.1K 0.04% 147
2017
Q1 		$646K Hold
76,209
– – 0.04% 152
2016
Q4 		$761K Hold
76,209
– – 0.05% 145
2016
Q3 		$746K Buy
76,209
+1,728
+2% +$19.8K 0.05% 144
2016
Q2 		$968K Buy
74,481
+6,413
+9% +$76.5K 0.07% 137
2016
Q1 		$854K Hold
68,068
– – 0.07% 136
2015
Q4 		$734K Hold
68,068
– – 0.06% 143
2015
Q3 		$1.17M Buy
68,068
+11,746
+21% +$212K 0.1% 128
2015
Q2 		$1.07M Buy
56,322
+1,422
+3% +$29K 0.08% 130
2015
Q1 		$1.19M Buy
54,900
+28,600
+109% +$592K 0.09% 123
2014
Q4 		$485K Buy
+26,300
New +$493K 0.04% 153

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bollard Group's PSO Position: Q4 2023 in Review

Bollard Group sold out of Pearson (PSO) in Q4 2023, closing a stake of 245 shares — an estimated $3K sold.

Bollard Group first reported a position in PSO in Q4 2014 and held it in 20 quarters. The position peaked at $1.19M in Q1 2015. 125 funds tracked by Wall St. Rank hold PSO as of Q4 2023.

  • Bollard Group reported no remaining Pearson position as of Q4 2023 after selling out during the quarter.
  • Bollard Group sold 245 Pearson shares in Q4 2023, an estimated $3K.
  • Bollard Group first reported a position in Pearson in Q4 2014 and held it in 20 quarters.
  • Bollard Group's Pearson position peaked at $1.19M in Q1 2015.
  • 125 funds tracked by Wall St. Rank held Pearson as of Q4 2023.

Based on Bollard Group's 13F filing for Q4 2023, filed 13 Feb 2024.