Kowal Investment Group’s Pearson PSO Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-11	Closed	–	–	725
2021 Q3	$0	Buy	+11	New	+$119	﹤0.01%	992

Other funds holding PSO

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HJIM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kowal Investment Group's PSO Position: Q4 2021 in Review

Kowal Investment Group sold out of Pearson (PSO) in Q4 2021, closing a stake of 11 shares.

Kowal Investment Group first reported a position in PSO in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 122 funds tracked by Wall St. Rank hold PSO as of Q4 2021.

Kowal Investment Group reported no remaining Pearson position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 11 Pearson shares in Q4 2021.
Kowal Investment Group first reported a position in Pearson in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Pearson position peaked at $0 in Q3 2021.
122 funds tracked by Wall St. Rank held Pearson as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.