Harbor Investment Advisory’s Pearson PSO Stock Holding History

Harbor Investment Advisory’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
2023 Q1	–	Sell	-5,682	Closed	-$64K	–	1358
2022 Q4	$64K	Sell	5,682 -3,865	-40%	-$42.5K	0.01%	624
2022 Q3	$91K	Hold	9,547	–	–	0.02%	498
2022 Q2	$88K	Hold	9,547	–	–	0.01%	539
2022 Q1	$95K	Buy	9,547 +3,258	+52%	+$29.4K	0.01%	547
2021 Q4	$53K	Buy	+6,289	New	+$54K	0.01%	728

Other funds holding PSO

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HJIM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harbor Investment Advisory's PSO Position: Q1 2023 in Review

Harbor Investment Advisory sold out of Pearson (PSO) in Q1 2023, closing a stake of 5,682 shares — an estimated $64K sold.

Harbor Investment Advisory first reported a position in PSO in Q4 2021 and held it in 5 quarters. The position peaked at $95K in Q1 2022. 111 funds tracked by Wall St. Rank hold PSO as of Q1 2023.

Harbor Investment Advisory reported no remaining Pearson position as of Q1 2023 after selling out during the quarter.
Harbor Investment Advisory sold 5,682 Pearson shares in Q1 2023, an estimated $64K.
Harbor Investment Advisory first reported a position in Pearson in Q4 2021 and held it in 5 quarters.
Harbor Investment Advisory's Pearson position peaked at $95K in Q1 2022.
111 funds tracked by Wall St. Rank held Pearson as of Q1 2023.

Based on Harbor Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.