Pathstone Family Office’s Pearson PSO Stock Holding History

Pathstone Family Office’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	-26,226	Closed	-$40.2K	–	1339
2022 Q4	$40.2K	Buy	+26,226	New	+$288K	﹤0.01%	1228

Other funds holding PSO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pathstone Family Office's PSO Position: Q1 2023 in Review

Pathstone Family Office sold out of Pearson (PSO) in Q1 2023, closing a stake of 26,226 shares — an estimated $40.2K sold.

Pathstone Family Office first reported a position in PSO in Q4 2022 and held it in 1 quarter. The position peaked at $40.2K in Q4 2022. 110 funds tracked by Wall St. Rank hold PSO as of Q1 2023.

Pathstone Family Office reported no remaining Pearson position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 26,226 Pearson shares in Q1 2023, an estimated $40.2K.
Pathstone Family Office first reported a position in Pearson in Q4 2022 and held it in 1 quarter.
Pathstone Family Office's Pearson position peaked at $40.2K in Q4 2022.
110 funds tracked by Wall St. Rank held Pearson as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.