Freestone Capital Holdings’s Pearson PSO Stock Holding History

Freestone Capital Holdings’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	-68,667	Closed	-$685K	–	549
2022 Q1	$685K	Buy	68,667 +20,788	+43%	+$188K	0.03%	297
2021 Q4	$402K	Buy	+47,879	New	+$411K	0.02%	349

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

Freestone Capital Holdings's PSO Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Pearson (PSO) in Q2 2022, closing a stake of 68,667 shares — an estimated $685K sold.

Freestone Capital Holdings first reported a position in PSO in Q4 2021 and held it in 2 quarters. The position peaked at $685K in Q1 2022. 123 funds tracked by Wall St. Rank hold PSO as of Q2 2022.

Freestone Capital Holdings reported no remaining Pearson position as of Q2 2022 after selling out during the quarter.
Freestone Capital Holdings sold 68,667 Pearson shares in Q2 2022, an estimated $685K.
Freestone Capital Holdings first reported a position in Pearson in Q4 2021 and held it in 2 quarters.
Freestone Capital Holdings's Pearson position peaked at $685K in Q1 2022.
123 funds tracked by Wall St. Rank held Pearson as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.