HSBC Holdings’s Pearson PSO Stock Holding History

HSBC 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
2024 Q4	–	Sell	-383,282	Closed	-$5.19M	–	3210
2024 Q3	$5.19M	Buy	383,282 +73,228	+24%	+$982K	﹤0.01%	1111
2024 Q2	$3.87M	Buy	310,054 +122,054	+65%	+$1.5M	﹤0.01%	1146
2024 Q1	$2.47M	Buy	+188,000	New	+$2.34M	﹤0.01%	1374

Other funds holding PSO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

13D Management New York $64.5M AUM 38.54% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

HSBC Holdings's PSO Position: Q4 2024 in Review

HSBC Holdings sold out of Pearson (PSO) in Q4 2024, closing a stake of 383,282 shares — an estimated $5.19M sold.

HSBC Holdings first reported a position in PSO in Q1 2024 and held it in 3 quarters. The position peaked at $5.19M in Q3 2024. 155 funds tracked by Wall St. Rank hold PSO as of Q4 2024.

HSBC Holdings reported no remaining Pearson position as of Q4 2024 after selling out during the quarter.
HSBC Holdings sold 383,282 Pearson shares in Q4 2024, an estimated $5.19M.
HSBC Holdings first reported a position in Pearson in Q1 2024 and held it in 3 quarters.
HSBC Holdings's Pearson position peaked at $5.19M in Q3 2024.
155 funds tracked by Wall St. Rank held Pearson as of Q4 2024.

Based on HSBC Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.