Flagship Harbor Advisors’s Pearson PSO Stock Holding History

Flagship Harbor Advisors’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
2020 Q4	–	Sell	-638	Closed	-$4K	–	1437
2020 Q3	$4K	Hold	638	–	–	﹤0.01%	1595
2020 Q2	$4K	Hold	638	–	–	﹤0.01%	1660
2020 Q1	$4K	Hold	638	–	–	﹤0.01%	1482
2019 Q4	$5K	Hold	638	–	–	﹤0.01%	1540
2019 Q3	$5K	Hold	638	–	–	﹤0.01%	1499
2019 Q2	$6K	Hold	638	–	–	﹤0.01%	1454
2019 Q1	$7K	Hold	638	–	–	﹤0.01%	1413
2018 Q4	$7K	Hold	638	–	–	﹤0.01%	1357
2018 Q3	$7K	Buy	+638	New	+$7.47K	﹤0.01%	1591

Other funds holding PSO

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HJIM

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

Flagship Harbor Advisors's PSO Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Pearson (PSO) in Q4 2020, closing a stake of 638 shares — an estimated $4K sold.

Flagship Harbor Advisors first reported a position in PSO in Q3 2018 and held it in 9 quarters. The position peaked at $7K in Q1 2019. 93 funds tracked by Wall St. Rank hold PSO as of Q4 2020.

Flagship Harbor Advisors reported no remaining Pearson position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 638 Pearson shares in Q4 2020, an estimated $4K.
Flagship Harbor Advisors first reported a position in Pearson in Q3 2018 and held it in 9 quarters.
Flagship Harbor Advisors's Pearson position peaked at $7K in Q1 2019.
93 funds tracked by Wall St. Rank held Pearson as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.