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PSO icon

Guggenheim Capital’s Pearson PSO Stock Holding History

Guggenheim Capital’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
2019
Q1 		– Sell
-17,422
Closed -$208K – 2209
2018
Q4 		$208K Sell
17,422
-16,638
-49% -$192K ﹤0.01% 2047
2018
Q3 		$392K Sell
34,060
-12,490
-27% -$146K ﹤0.01% 2094
2018
Q2 		$540K Sell
46,550
-6,165
-12% -$71.2K ﹤0.01% 1909
2018
Q1 		$555K Buy
52,715
+4,211
+9% +$41.9K ﹤0.01% 2339
2017
Q4 		$476K Buy
48,504
+9,957
+26% +$91.4K ﹤0.01% 2375
2017
Q3 		$314K Buy
38,547
+7,947
+26% +$64.3K ﹤0.01% 2536
2017
Q2 		$274K Buy
30,600
+9,405
+44% +$81.8K ﹤0.01% 2582
2017
Q1 		$180K Buy
21,195
+2,702
+15% +$22.5K ﹤0.01% 2640
2016
Q4 		$185K Buy
18,493
+925
+5% +$8.96K ﹤0.01% 2704
2016
Q3 		$172K Buy
17,568
+2,151
+14% +$24.7K ﹤0.01% 2684
2016
Q2 		$200K Sell
15,417
-2,114
-12% -$25.2K ﹤0.01% 2671
2016
Q1 		$219K Sell
17,531
-1,588
-8% -$18.1K ﹤0.01% 2656
2015
Q4 		$206K Buy
19,119
+3,430
+22% +$46.3K ﹤0.01% 2757
2015
Q3 		$270K Sell
15,689
-108,213
-87% -$1.95M ﹤0.01% 2635
2015
Q2 		$2.35M Buy
123,902
+3,978
+3% +$81.3K 0.01% 1631
2015
Q1 		$2.59M Sell
119,924
-223,663
-65% -$4.63M 0.01% 1563
2014
Q4 		$6.34M Buy
343,587
+132,455
+63% +$2.48M 0.02% 1023
2014
Q3 		$4.23M Buy
211,132
+127,370
+152% +$2.43M 0.01% 1283
2014
Q2 		$1.66M Buy
+83,762
New +$1.57M ﹤0.01% 1957
2014
Q1 		– Sell
-63,329
Closed -$1.42M – 3344
2013
Q4 		$1.42M Sell
63,329
-61,376
-49% -$1.3M ﹤0.01% 2033
2013
Q3 		$2.54M Buy
+124,705
New +$2.49M 0.01% 1455

Other funds holding PSO

Dimensional Fund Advisors
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Guggenheim Capital's PSO Position: Q1 2019 in Review

Guggenheim Capital sold out of Pearson (PSO) in Q1 2019, closing a stake of 17,422 shares — an estimated $208K sold.

Guggenheim Capital first reported a position in PSO in Q3 2013 and held it in 21 quarters. The position peaked at $6.34M in Q4 2014. 99 funds tracked by Wall St. Rank hold PSO as of Q1 2019.

  • Guggenheim Capital reported no remaining Pearson position as of Q1 2019 after selling out during the quarter.
  • Guggenheim Capital sold 17,422 Pearson shares in Q1 2019, an estimated $208K.
  • Guggenheim Capital first reported a position in Pearson in Q3 2013 and held it in 21 quarters.
  • Guggenheim Capital's Pearson position peaked at $6.34M in Q4 2014.
  • 99 funds tracked by Wall St. Rank held Pearson as of Q1 2019.

Based on Guggenheim Capital's 13F filing for Q1 2019, filed 15 May 2019.