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	-52,452	Closed	-$336K	–	1445
2022 Q4	$336K	Buy	52,452 +25,964	+98%	+$285K	﹤0.01%	1218
2022 Q3	$253K	Buy	+26,488	New	+$264K	﹤0.01%	1273

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

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 52,452 shares — an estimated $336K sold.

Pathstone Family Office first reported a position in PSO in Q3 2022 and held it in 2 quarters. The position peaked at $336K in Q4 2022. 111 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 52,452 Pearson shares in Q1 2023, an estimated $336K.
Pathstone Family Office first reported a position in Pearson in Q3 2022 and held it in 2 quarters.
Pathstone Family Office's Pearson position peaked at $336K in Q4 2022.
111 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.