Schechter Investment Advisors’s Pearson PSO Stock Holding History

Schechter Investment Advisors’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	-18,115	Closed	-$204K	–	733
2022 Q4	$204K	Sell	18,115 -12,988	-42%	-$143K	0.02%	756
2022 Q3	$297K	Buy	31,103 +1,451	+5%	+$14.4K	0.03%	705
2022 Q2	$274K	Sell	29,652 -70	-0.2%	-$676	0.03%	741
2022 Q1	$296K	Buy	29,722 +129	+0.4%	+$1.17K	0.03%	715
2021 Q4	$248K	Buy	+29,593	New	+$254K	0.02%	743

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

Schechter Investment Advisors's PSO Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Pearson (PSO) in Q1 2023, closing a stake of 18,115 shares — an estimated $204K sold.

Schechter Investment Advisors first reported a position in PSO in Q4 2021 and held it in 5 quarters. The position peaked at $297K in Q3 2022. 111 funds tracked by Wall St. Rank hold PSO as of Q1 2023.

Schechter Investment Advisors reported no remaining Pearson position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 18,115 Pearson shares in Q1 2023, an estimated $204K.
Schechter Investment Advisors first reported a position in Pearson in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's Pearson position peaked at $297K in Q3 2022.
111 funds tracked by Wall St. Rank held Pearson as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.