Gemmer Asset Management’s Pearson PSO Stock Holding History

Gemmer Asset 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	-258	Closed	-$2K	–	878
2022 Q1	$2K	Hold	258	–	–	﹤0.01%	1150
2021 Q4	$2K	Hold	258	–	–	﹤0.01%	1188
2021 Q3	$2K	Hold	258	–	–	﹤0.01%	1203
2021 Q2	$3K	Hold	258	–	–	﹤0.01%	1315
2021 Q1	$3K	Hold	258	–	–	﹤0.01%	1285
2020 Q4	$2K	Hold	258	–	–	﹤0.01%	1336
2020 Q3	$2K	Hold	258	–	–	﹤0.01%	1211
2020 Q2	$2K	Buy	258 +111	+76%	+$693	﹤0.01%	1191
2020 Q1	$1K	Buy	+147	New	+$1.07K	﹤0.01%	1201
2019 Q3	–	Sell	-95	Closed	-$1K	–	1455
2019 Q2	$1K	Hold	95	–	–	﹤0.01%	1327
2019 Q1	$1K	Hold	95	–	–	﹤0.01%	1354
2018 Q4	$1K	Hold	95	–	–	﹤0.01%	1314
2018 Q3	$1K	Hold	95	–	–	﹤0.01%	1357
2018 Q2	$1K	Buy	95 +50	+111%	+$578	﹤0.01%	1361
2018 Q1	$0	Buy	+45	New	+$448	﹤0.01%	1478

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

Gemmer Asset Management's PSO Position: Q2 2022 in Review

Gemmer Asset Management sold out of Pearson (PSO) in Q2 2022, closing a stake of 258 shares — an estimated $2K sold.

Gemmer Asset Management first reported a position in PSO in Q1 2018 and held it in 15 quarters. The position peaked at $3K in Q2 2021. 123 funds tracked by Wall St. Rank hold PSO as of Q2 2022.

Gemmer Asset Management reported no remaining Pearson position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 258 Pearson shares in Q2 2022, an estimated $2K.
Gemmer Asset Management first reported a position in Pearson in Q1 2018 and held it in 15 quarters.
Gemmer Asset Management's Pearson position peaked at $3K in Q2 2021.
123 funds tracked by Wall St. Rank held Pearson as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.