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Freedom Investment Management’s Pearson PSO Stock Holding History

Freedom Investment 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
2025
Q1 		– Sell
-12,836
Closed -$207K – 803
2024
Q4 		$207K Sell
12,836
-1,936
-13% -$28.9K 0.02% 708
2024
Q3 		$200K Sell
14,772
-1,202
-8% -$16.1K 0.02% 720
2024
Q2 		$199K Buy
15,974
+132
+0.8% +$1.63K 0.02% 728
2024
Q1 		$208K Sell
15,842
-1,625
-9% -$20.2K 0.02% 737
2023
Q4 		$215K Sell
17,467
-2,034
-10% -$23.7K 0.02% 691
2023
Q3 		$206K Sell
19,501
-4,014
-17% -$43K 0.03% 620
2023
Q2 		$246K Sell
23,515
-3,042
-11% -$31.4K 0.03% 597
2023
Q1 		$278K Sell
26,557
-1,501
-5% -$16.2K 0.03% 572
2022
Q4 		$316K Sell
28,058
-770
-3% -$8.46K 0.04% 571
2022
Q3 		$275K Sell
28,828
-2,606
-8% -$25.9K 0.03% 589
2022
Q2 		$290K Sell
31,434
-52,236
-62% -$504K 0.03% 594
2022
Q1 		$834K Sell
83,670
-73,687
-47% -$665K 0.07% 335
2021
Q4 		$1.32M Sell
157,357
-68,752
-30% -$591K 0.1% 271
2021
Q3 		$2.19M Sell
226,109
-36,553
-14% -$396K 0.17% 157
2021
Q2 		$3.05M Sell
262,662
-28,045
-10% -$327K 0.23% 103
2021
Q1 		$3.11M Buy
290,707
+15,557
+6% +$162K 0.24% 97
2020
Q4 		$2.53M Buy
275,150
+131,398
+91% +$1.05M 0.28% 79
2020
Q3 		$1.02M Sell
143,752
-7,931
-5% -$57.2K 0.11% 171
2020
Q2 		$1.1M Sell
151,683
-14,382
-9% -$89.8K 0.12% 155
2020
Q1 		$1.24M Buy
166,065
+24,493
+17% +$178K 0.11% 172
2019
Q4 		$1.19M Sell
141,572
-3,332
-2% -$28.7K 0.11% 188
2019
Q3 		$1.31M Buy
144,904
+3,875
+3% +$40.1K 0.11% 175
2019
Q2 		$1.46M Sell
141,029
-4,241
-3% -$44.5K 0.12% 169
2019
Q1 		$1.59M Buy
145,270
+21,501
+17% +$251K 0.13% 178
2018
Q4 		$1.48M Sell
123,769
-2,375
-2% -$27.4K 0.11% 182
2018
Q3 		$1.48M Sell
126,144
-293
-0.2% -$3.43K 0.09% 214
2018
Q2 		$1.47M Buy
+126,437
New +$1.46M 0.09% 238

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
1M
13D Management New York $71.3M AUM 83.05% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return

Freedom Investment Management's PSO Position: Q1 2025 in Review

Freedom Investment Management sold out of Pearson (PSO) in Q1 2025, closing a stake of 12,836 shares — an estimated $207K sold.

Freedom Investment Management first reported a position in PSO in Q2 2018 and held it in 27 quarters. The position peaked at $3.11M in Q1 2021. 177 funds tracked by Wall St. Rank hold PSO as of Q1 2025.

  • Freedom Investment Management reported no remaining Pearson position as of Q1 2025 after selling out during the quarter.
  • Freedom Investment Management sold 12,836 Pearson shares in Q1 2025, an estimated $207K.
  • Freedom Investment Management first reported a position in Pearson in Q2 2018 and held it in 27 quarters.
  • Freedom Investment Management's Pearson position peaked at $3.11M in Q1 2021.
  • 177 funds tracked by Wall St. Rank held Pearson as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.