Eaton Vance Management’s Pearson PSO Stock Holding History

Eaton Vance 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
2022 Q2	–	Sell	-21,123	Closed	-$211K	–	1755
2022 Q1	$211K	Buy	21,123 +2,242	+12%	+$20.2K	﹤0.01%	1727
2021 Q4	$159K	Buy	18,881 +1,313	+7%	+$11.3K	﹤0.01%	1645
2021 Q3	$2K	Sell	17,568 -496	-3%	-$5.38K	﹤0.01%	1928
2021 Q2	$210K	Buy	18,064 +6,575	+57%	+$76.7K	﹤0.01%	1586
2021 Q1	$123K	Sell	11,489 -29	-0.3%	-$301	﹤0.01%	1558
2020 Q4	$106K	Buy	+11,518	New	+$92.3K	﹤0.01%	1438
2020 Q2	–	Sell	-10,256	Closed	-$71K	–	1335
2020 Q1	$71K	Buy	+10,256	New	+$74.7K	﹤0.01%	1284
2019 Q3	–	Sell	-14,069	Closed	-$146K	–	1311
2019 Q2	$146K	Buy	+14,069	New	+$147K	﹤0.01%	1272

Other funds holding PSO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Eaton Vance Management's PSO Position: Q2 2022 in Review

Eaton Vance Management sold out of Pearson (PSO) in Q2 2022, closing a stake of 21,123 shares — an estimated $211K sold.

Eaton Vance Management first reported a position in PSO in Q2 2019 and held it in 8 quarters. The position peaked at $211K in Q1 2022. 123 funds tracked by Wall St. Rank hold PSO as of Q2 2022.

Eaton Vance Management reported no remaining Pearson position as of Q2 2022 after selling out during the quarter.
Eaton Vance Management sold 21,123 Pearson shares in Q2 2022, an estimated $211K.
Eaton Vance Management first reported a position in Pearson in Q2 2019 and held it in 8 quarters.
Eaton Vance Management's Pearson position peaked at $211K in Q1 2022.
123 funds tracked by Wall St. Rank held Pearson as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.