Carroll Financial Associates’s Pearson PSO Stock Holding History

Carroll Financial Associates’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	$5K	Buy	+708	New	+$6.08K	﹤0.01%	1346
2016 Q1	–	Sell	-95	Closed	-$1K	–	1199
2015 Q4	$1K	Sell	95 -149	-61%	-$2.01K	﹤0.01%	1055
2015 Q3	$3K	Sell	244 -37	-13%	-$668	﹤0.01%	933
2015 Q2	$5K	Buy	+281	New	+$5.74K	﹤0.01%	859
2014 Q4	–	Sell	-190	Closed	-$3K	–	847
2014 Q3	$3K	Hold	190	–	–	﹤0.01%	713
2014 Q2	$4K	Hold	190	–	–	﹤0.01%	753
2014 Q1	$3K	Hold	190	–	–	﹤0.01%	728
2013 Q4	$4K	Buy	+190	New	+$4.03K	﹤0.01%	648

Other funds holding PSO

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Carroll Financial Associates's PSO Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in Pearson (PSO) in Q4 2021: 708 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Carroll Financial Associates previously reported a position in PSO as recently as Q4 2015.

Carroll Financial Associates first reported a position in PSO in Q4 2013 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold PSO as of Q4 2021.

Carroll Financial Associates held 708 shares of Pearson worth $5K as of Q4 2021.
Pearson was a new Carroll Financial Associates position in Q4 2021.
Pearson made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1346 holding.
Carroll Financial Associates first reported a position in Pearson in Q4 2013 and has held it in 8 quarters since.
122 funds tracked by Wall St. Rank held Pearson as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.