Mendota Financial Group’s Pearson PSO Stock Holding History

Mendota Financial 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
2025 Q1	–	Sell	-15	Closed	-$242	–	302
2024 Q4	$242	Sell	15 -8	-35%	-$119	﹤0.01%	349
2024 Q3	$313	Buy	23 +8	+53%	+$107	﹤0.01%	480
2024 Q2	$188	Buy	+15	New	+$185	﹤0.01%	366

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

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

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

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

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

Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

Mendota Financial Group's PSO Position: Q1 2025 in Review

Mendota Financial Group sold out of Pearson (PSO) in Q1 2025, closing a stake of 15 shares — an estimated $242 sold.

Mendota Financial Group first reported a position in PSO in Q2 2024 and held it in 3 quarters. The position peaked at $313 in Q3 2024. 177 funds tracked by Wall St. Rank hold PSO as of Q1 2025.

Mendota Financial Group reported no remaining Pearson position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 15 Pearson shares in Q1 2025, an estimated $242.
Mendota Financial Group first reported a position in Pearson in Q2 2024 and held it in 3 quarters.
Mendota Financial Group's Pearson position peaked at $313 in Q3 2024.
177 funds tracked by Wall St. Rank held Pearson as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.