Marshall Wace North America’s Pearson PSO Stock Holding History

Marshall Wace North America’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 Q3	$897K	Buy	+92,813	New	+$1.01M	﹤0.01%	963
2020 Q3	–	Sell	-22,071	Closed	-$160K	–	1425
2020 Q2	$160K	Sell	22,071 -88,596	-80%	-$553K	﹤0.01%	1085
2020 Q1	$762K	Buy	+110,667	New	+$806K	0.01%	671
2019 Q2	–	Sell	-8,452	Closed	-$93K	–	1527
2019 Q1	$93K	Buy	+8,452	New	+$98.6K	﹤0.01%	1126

Other funds holding PSO

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HJIM

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

13D Management New York $71.3M AUM 83.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Marshall Wace North America's PSO Position: Q3 2021 in Review

Marshall Wace North America opened a new position in Pearson (PSO) in Q3 2021: 92,813 shares worth $897K. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings. This is a return to the name: Marshall Wace North America previously reported a position in PSO as recently as Q2 2020.

Marshall Wace North America first reported a position in PSO in Q1 2019 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold PSO as of Q3 2021.

Marshall Wace North America held 92,813 shares of Pearson worth $897K as of Q3 2021.
Pearson was a new Marshall Wace North America position in Q3 2021.
Pearson made up ﹤0.01% of Marshall Wace North America's portfolio in Q3 2021, its #963 holding.
Marshall Wace North America first reported a position in Pearson in Q1 2019 and has held it in 4 quarters since.
94 funds tracked by Wall St. Rank held Pearson as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.