Cresset Asset Management’s Pearson PSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-42,151
Closed -$572K 2110
2024
Q3
$572K Buy
42,151
+8,436
+25% +$113K ﹤0.01% 1442
2024
Q2
$421K Buy
33,715
+14,232
+73% +$175K ﹤0.01% 1529
2024
Q1
$260K Buy
19,483
+5,538
+40% +$68.8K ﹤0.01% 1651
2023
Q4
$171K Buy
13,945
+1,385
+11% +$16.1K ﹤0.01% 1713
2023
Q3
$132K Buy
12,560
+1,033
+9% +$11.1K ﹤0.01% 1682
2023
Q2
$121K Buy
+11,527
New +$119K ﹤0.01% 1802
2019
Q2
Sell
-31
Closed 1380
2019
Q1
$0 Hold
31
﹤0.01% 2082
2018
Q4
$0 Buy
+31
New +$358 ﹤0.01% 1740

Other funds holding PSO

Cresset Asset Management's PSO Position: Q4 2024 in Review

Cresset Asset Management sold out of Pearson (PSO) in Q4 2024, closing a stake of 42,151 shares — an estimated $572K sold.

Cresset Asset Management first reported a position in PSO in Q4 2018 and held it in 8 quarters. The position peaked at $572K in Q3 2024. 155 funds tracked by Wall St. Rank hold PSO as of Q4 2024.

  • Cresset Asset Management reported no remaining Pearson position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 42,151 Pearson shares in Q4 2024, an estimated $572K.
  • Cresset Asset Management first reported a position in Pearson in Q4 2018 and held it in 8 quarters.
  • Cresset Asset Management's Pearson position peaked at $572K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Pearson as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.