Heartland Advisors’s Pearson PSO Stock Holding History

Heartland Advisors’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
2020 Q1	–	Sell	-631,448	Closed	-$5.32M	–	214
2019 Q4	$5.32M	Sell	631,448 -220,936	-26%	-$1.9M	0.39%	117
2019 Q3	$7.71M	Buy	852,384 +225,711	+36%	+$2.34M	0.59%	73
2019 Q2	$6.49M	Buy	626,673 +1,027	+0.2%	+$10.8K	0.48%	101
2019 Q1	$6.87M	Buy	+625,646	New	+$7.3M	0.51%	90

Other funds holding PSO

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Heartland Advisors's PSO Position: Q1 2020 in Review

Heartland Advisors sold out of Pearson (PSO) in Q1 2020, closing a stake of 631,448 shares — an estimated $5.32M sold.

Heartland Advisors first reported a position in PSO in Q1 2019 and held it in 4 quarters. The position peaked at $7.71M in Q3 2019. 83 funds tracked by Wall St. Rank hold PSO as of Q1 2020.

Heartland Advisors reported no remaining Pearson position as of Q1 2020 after selling out during the quarter.
Heartland Advisors sold 631,448 Pearson shares in Q1 2020, an estimated $5.32M.
Heartland Advisors first reported a position in Pearson in Q1 2019 and held it in 4 quarters.
Heartland Advisors's Pearson position peaked at $7.71M in Q3 2019.
83 funds tracked by Wall St. Rank held Pearson as of Q1 2020.

Based on Heartland Advisors's 13F filing for Q1 2020, filed 13 May 2020.