BMCM
PSO icon

Burns Matteson Capital Management’s Pearson PSO Stock Holding History

Burns Matteson 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
2021
Q4 		– Sell
-11,075
Closed -$107K – 156
2021
Q3 		$107K Buy
11,075
+299
+3% +$3.24K 0.08% 128
2021
Q2 		$125K Buy
+10,776
New +$126K 0.1% 131

Other funds holding PSO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burns Matteson Capital Management's PSO Position: Q4 2021 in Review

Burns Matteson Capital Management sold out of Pearson (PSO) in Q4 2021, closing a stake of 11,075 shares — an estimated $107K sold.

Burns Matteson Capital Management first reported a position in PSO in Q2 2021 and held it in 2 quarters. The position peaked at $125K in Q2 2021. 122 funds tracked by Wall St. Rank hold PSO as of Q4 2021.

  • Burns Matteson Capital Management reported no remaining Pearson position as of Q4 2021 after selling out during the quarter.
  • Burns Matteson Capital Management sold 11,075 Pearson shares in Q4 2021, an estimated $107K.
  • Burns Matteson Capital Management first reported a position in Pearson in Q2 2021 and held it in 2 quarters.
  • Burns Matteson Capital Management's Pearson position peaked at $125K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held Pearson as of Q4 2021.

Based on Burns Matteson Capital Management's 13F filing for Q4 2021, filed 12 Dec 2023.