Money Concepts Capital’s Pearson PSO Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-32	Closed	-$361	–	2274
2022 Q4	$361	Buy	+32	New	+$351	﹤0.01%	3051
2022 Q2	–	Sell	-32	Closed	–	–	2333
2022 Q1	$0	Buy	+32	New	+$289	﹤0.01%	2754

Other funds holding PSO

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HJIM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Concepts Capital's PSO Position: Q1 2023 in Review

Money Concepts Capital sold out of Pearson (PSO) in Q1 2023, closing a stake of 32 shares — an estimated $361 sold.

Money Concepts Capital first reported a position in PSO in Q1 2022 and held it in 2 quarters. The position peaked at $361 in Q4 2022. 111 funds tracked by Wall St. Rank hold PSO as of Q1 2023.

Money Concepts Capital reported no remaining Pearson position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 32 Pearson shares in Q1 2023, an estimated $361.
Money Concepts Capital first reported a position in Pearson in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Pearson position peaked at $361 in Q4 2022.
111 funds tracked by Wall St. Rank held Pearson as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.