PPA
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Parametric Portfolio Associates’s Pearson PSO Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$23M Buy
2,305,495
+151,015
+7% +$1.36M 0.01% 872
2021
Q4 		$18.1M Buy
2,154,480
+573,682
+36% +$4.93M 0.01% 1019
2021
Q3 		$15.3M Sell
1,580,798
-58,932
-4% -$639K 0.01% 1071
2021
Q2 		$19M Buy
1,639,730
+104,575
+7% +$1.22M 0.01% 988
2021
Q1 		$16.4M Buy
1,535,155
+190,386
+14% +$1.98M 0.01% 1288
2020
Q4 		$12.3M Buy
1,344,769
+279,881
+26% +$2.24M 0.01% 1410
2020
Q3 		$7.57M Sell
1,064,888
-7,660
-0.7% -$55.2K 0.01% 1576
2020
Q2 		$7.75M Sell
1,072,548
-1,247,062
-54% -$7.79M 0.01% 1568
2020
Q1 		$16M Buy
2,319,610
+1,417,638
+157% +$10.3M 0.01% 921
2019
Q4 		$7.6M Sell
901,972
-518,374
-36% -$4.46M 0.01% 1737
2019
Q3 		$12.8M Buy
1,420,346
+141,976
+11% +$1.47M 0.01% 1252
2019
Q2 		$13.2M Buy
1,278,370
+123,120
+11% +$1.29M 0.01% 1235
2019
Q1 		$12.7M Sell
1,155,250
-45,915
-4% -$536K 0.01% 1250
2018
Q4 		$14.3M Buy
1,201,165
+344,062
+40% +$3.98M 0.01% 1046
2018
Q3 		$9.87M Buy
857,103
+59,668
+7% +$698K 0.01% 1447
2018
Q2 		$9.25M Buy
797,435
+58,608
+8% +$677K 0.01% 1430
2018
Q1 		$7.78M Buy
738,827
+34,202
+5% +$340K 0.01% 1541
2017
Q4 		$6.92M Buy
704,625
+165,482
+31% +$1.52M 0.01% 1626
2017
Q3 		$4.39M Buy
539,143
+200,362
+59% +$1.62M ﹤0.01% 1958
2017
Q2 		$3.04M Buy
338,781
+123,488
+57% +$1.07M ﹤0.01% 2210
2017
Q1 		$1.83M Sell
215,293
-266,845
-55% -$2.22M ﹤0.01% 2502
2016
Q4 		$4.82M Buy
482,138
+194,951
+68% +$1.89M 0.01% 1691
2016
Q3 		$2.81M Sell
287,187
-212,412
-43% -$2.44M ﹤0.01% 2089
2016
Q2 		$6.49M Buy
499,599
+93,626
+23% +$1.12M 0.01% 1283
2016
Q1 		$5.09M Buy
405,973
+115,926
+40% +$1.32M 0.01% 1544
2015
Q4 		$3.13M Buy
290,047
+674
+0.2% +$9.1K 0.01% 1829
2015
Q3 		$4.97M Buy
289,373
+35,717
+14% +$645K 0.01% 1137
2015
Q2 		$4.81M Buy
253,656
+29,508
+13% +$603K 0.01% 1373
2015
Q1 		$4.84M Buy
224,148
+19,604
+10% +$406K 0.01% 1343
2014
Q4 		$3.77M Buy
204,544
+18,382
+10% +$345K 0.01% 1523
2014
Q3 		$3.73M Buy
186,162
+22,174
+14% +$423K 0.01% 1455
2014
Q2 		$3.25M Buy
163,988
+27,595
+20% +$516K 0.01% 1602
2014
Q1 		$2.43M Sell
136,393
-10,824
-7% -$202K 0.01% 1845
2013
Q4 		$3.3M Buy
147,217
+10,781
+8% +$229K 0.01% 1494
2013
Q3 		$2.77M Buy
136,436
+12,036
+10% +$240K 0.01% 1573
2013
Q2 		$2.23M Buy
+124,400
New +$2.26M 0.01% 1697

Other funds holding PSO

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parametric Portfolio Associates's PSO Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Pearson (PSO) stake by 7% in Q1 2022, buying an estimated $1.36M and bringing the position to 2,305,495 shares worth $23M. The position accounts for 0.01% of the portfolio, ranked #872.

Parametric Portfolio Associates first reported a position in PSO in Q2 2013 and has held it in 36 quarters since. 128 funds tracked by Wall St. Rank hold PSO as of Q1 2022.

  • Parametric Portfolio Associates held 2,305,495 shares of Pearson worth $23M as of Q1 2022.
  • Parametric Portfolio Associates bought 151,015 Pearson shares in Q1 2022, an estimated $1.36M.
  • Pearson made up 0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #872 holding.
  • Parametric Portfolio Associates first reported a position in Pearson in Q2 2013 and has held it in 36 quarters since.
  • 128 funds tracked by Wall St. Rank held Pearson as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.