Elkfork Partners’s Pearson PSO Stock Holding History

Elkfork Partners’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
2018 Q4	–	Sell	-11,660	Closed	-$134K	–	1054
2018 Q3	$134K	Hold	11,660	–	–	﹤0.01%	915
2018 Q2	$135K	Hold	11,660	–	–	﹤0.01%	874
2018 Q1	$123K	Hold	11,660	–	–	﹤0.01%	899
2017 Q4	$115K	Hold	11,660	–	–	﹤0.01%	916
2017 Q3	$95K	Hold	11,660	–	–	﹤0.01%	910
2017 Q2	$105K	Hold	11,660	–	–	﹤0.01%	845
2017 Q1	$99K	Hold	11,660	–	–	﹤0.01%	751
2016 Q4	$116K	Buy	+11,660	New	+$113K	﹤0.01%	694

Other funds holding PSO

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elkfork Partners's PSO Position: Q4 2018 in Review

Elkfork Partners sold out of Pearson (PSO) in Q4 2018, closing a stake of 11,660 shares — an estimated $134K sold.

Elkfork Partners first reported a position in PSO in Q4 2016 and held it in 8 quarters. The position peaked at $135K in Q2 2018. 96 funds tracked by Wall St. Rank hold PSO as of Q4 2018.

Elkfork Partners reported no remaining Pearson position as of Q4 2018 after selling out during the quarter.
Elkfork Partners sold 11,660 Pearson shares in Q4 2018, an estimated $134K.
Elkfork Partners first reported a position in Pearson in Q4 2016 and held it in 8 quarters.
Elkfork Partners's Pearson position peaked at $135K in Q2 2018.
96 funds tracked by Wall St. Rank held Pearson as of Q4 2018.

Based on Elkfork Partners's 13F filing for Q4 2018, filed 13 Feb 2019.