Schubert & Co’s Pearson PSO Stock Holding History

Schubert & Co’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 Q2	–	Sell	-105	Closed	-$1.1K	–	1150
2023 Q1	$1.1K	Sell	105 -8	-7%	-$87	﹤0.01%	1159
2022 Q4	$1.27K	Sell	113 -6	-5%	-$66	﹤0.01%	1082
2022 Q3	$1K	Buy	119 +21	+21%	+$209	﹤0.01%	1218
2022 Q2	$1K	Buy	+98	New	+$946	﹤0.01%	1254

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Schubert & Co's PSO Position: Q2 2023 in Review

Schubert & Co sold out of Pearson (PSO) in Q2 2023, closing a stake of 105 shares — an estimated $1.1K sold.

Schubert & Co first reported a position in PSO in Q2 2022 and held it in 4 quarters. The position peaked at $1.27K in Q4 2022. 117 funds tracked by Wall St. Rank hold PSO as of Q2 2023.

Schubert & Co reported no remaining Pearson position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 105 Pearson shares in Q2 2023, an estimated $1.1K.
Schubert & Co first reported a position in Pearson in Q2 2022 and held it in 4 quarters.
Schubert & Co's Pearson position peaked at $1.27K in Q4 2022.
117 funds tracked by Wall St. Rank held Pearson as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.