Sageworth Trust’s Pearson PSO Stock Holding History

Sageworth Trust’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	-57	Closed	-$1K	–	563
2022 Q4	$1K	Buy	+57	New	+$626	﹤0.01%	435

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

Sageworth Trust's PSO Position: Q1 2023 in Review

Sageworth Trust sold out of Pearson (PSO) in Q1 2023, closing a stake of 57 shares — an estimated $1K sold.

Sageworth Trust first reported a position in PSO in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 111 funds tracked by Wall St. Rank hold PSO as of Q1 2023.

Sageworth Trust reported no remaining Pearson position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 57 Pearson shares in Q1 2023, an estimated $1K.
Sageworth Trust first reported a position in Pearson in Q4 2022 and held it in 1 quarter.
Sageworth Trust's Pearson position peaked at $1K in Q4 2022.
111 funds tracked by Wall St. Rank held Pearson as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.