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Lake Street Advisors Group’s Pearson PSO Stock Holding History

Lake Street Advisors 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
2024
Q4 		$175K Buy
10,844
+77
+0.7% +$1.15K 0.01% 570
2024
Q3 		$146K Buy
10,767
+93
+0.9% +$1.25K 0.01% 572
2024
Q2 		$133K Sell
10,674
-2,231
-17% -$27.5K 0.01% 545
2024
Q1 		$172K Buy
12,905
+309
+2% +$3.84K 0.01% 566
2023
Q4 		$155K Buy
12,596
+149
+1% +$1.73K 0.01% 552
2023
Q3 		$131K Sell
12,447
-165
-1% -$1.77K 0.01% 250
2023
Q2 		$132K Buy
12,612
+709
+6% +$7.31K 0.01% 242
2023
Q1 		$124K Sell
11,903
-1,358
-10% -$14.7K 0.01% 238
2022
Q4 		$150K Buy
13,261
+798
+6% +$8.77K 0.01% 223
2022
Q3 		$119K Sell
12,463
-374
-3% -$3.72K 0.01% 236
2022
Q2 		$118K Buy
+12,837
New +$124K 0.01% 208

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

Lake Street Advisors Group's PSO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Pearson (PSO) stake by 0.72% in Q4 2024, buying an estimated $1.15K and bringing the position to 10,844 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #570.

Lake Street Advisors Group first reported a position in PSO in Q2 2022 and has held it in 11 quarters since. 155 funds tracked by Wall St. Rank hold PSO as of Q4 2024.

  • Lake Street Advisors Group held 10,844 shares of Pearson worth $175K as of Q4 2024.
  • Lake Street Advisors Group bought 77 Pearson shares in Q4 2024, an estimated $1.15K.
  • Pearson made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #570 holding.
  • Lake Street Advisors Group first reported a position in Pearson in Q2 2022 and has held it in 11 quarters since.
  • 155 funds tracked by Wall St. Rank held Pearson as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.