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Bourgeon Capital Management’s Pearson PSO Stock Holding History

Bourgeon Capital Management’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
Q1 		– Sell
-34
Closed -$418 – 301
2023
Q4 		$418 Buy
34
+11
+48% +$128 ﹤0.01% 365
2023
Q3 		$243 Buy
23
+18
+360% +$193 ﹤0.01% 369
2023
Q2 		$53 Hold
5
– – ﹤0.01% 333
2023
Q1 		$53 Hold
5
– – ﹤0.01% 318
2022
Q4 		$56 Hold
5
– – ﹤0.01% 370
2022
Q3 		$0 Hold
5
– – ﹤0.01% 425
2022
Q2 		$0 Hold
5
– – ﹤0.01% 303
2022
Q1 		$0 Hold
5
– – ﹤0.01% 303
2021
Q4 		$0 Buy
+5
New +$43 ﹤0.01% 286

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Bourgeon Capital Management's PSO Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Pearson (PSO) in Q1 2024, closing a stake of 34 shares — an estimated $418 sold.

Bourgeon Capital Management first reported a position in PSO in Q4 2021 and held it in 9 quarters. The position peaked at $418 in Q4 2023. 135 funds tracked by Wall St. Rank hold PSO as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Pearson position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 34 Pearson shares in Q1 2024, an estimated $418.
  • Bourgeon Capital Management first reported a position in Pearson in Q4 2021 and held it in 9 quarters.
  • Bourgeon Capital Management's Pearson position peaked at $418 in Q4 2023.
  • 135 funds tracked by Wall St. Rank held Pearson as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.