Callan Capital’s Pearson PSO Stock Holding History

Callan Capital’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
2025 Q1	$298K	Buy	18,626 +661	+4%	+$10.9K	0.02%	285
2024 Q4	$290K	Buy	17,965 +2,638	+17%	+$39.3K	0.02%	261
2024 Q3	$208K	Buy	+15,327	New	+$206K	0.01%	326

Other funds holding PSO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

13D Management New York $71.3M AUM 83.05% 1-Year Est. Return

Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return

Callan Capital's PSO Position: Q1 2025 in Review

Callan Capital increased its Pearson (PSO) stake by 3.7% in Q1 2025, buying an estimated $10.9K and bringing the position to 18,626 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #285.

Callan Capital first reported a position in PSO in Q3 2024 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold PSO as of Q1 2025.

Callan Capital held 18,626 shares of Pearson worth $298K as of Q1 2025.
Callan Capital bought 661 Pearson shares in Q1 2025, an estimated $10.9K.
Pearson made up 0.02% of Callan Capital's portfolio in Q1 2025, its #285 holding.
Callan Capital first reported a position in Pearson in Q3 2024 and has held it in 3 quarters since.
177 funds tracked by Wall St. Rank held Pearson as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.