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Simon Quick Advisors’s Pearson PSO Stock Holding History

Simon Quick 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
2024
Q2 		– Sell
-14,299
Closed -$188K – 440
2024
Q1 		$188K Buy
14,299
+23
+0.2% +$286 0.01% 391
2023
Q4 		$175K Buy
14,276
+37
+0.3% +$430 0.02% 316
2023
Q3 		$150K Buy
14,239
+157
+1% +$1.68K 0.01% 322
2023
Q2 		$148K Buy
14,082
+43
+0.3% +$444 0.01% 273
2023
Q1 		$147K Hold
14,039
– – 0.02% 262
2022
Q4 		$158K Buy
14,039
+406
+3% +$4.46K 0.02% 227
2022
Q3 		$130K Buy
+13,633
New +$136K 0.02% 189

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Simon Quick Advisors's PSO Position: Q2 2024 in Review

Simon Quick Advisors sold out of Pearson (PSO) in Q2 2024, closing a stake of 14,299 shares — an estimated $188K sold.

Simon Quick Advisors first reported a position in PSO in Q3 2022 and held it in 7 quarters. The position peaked at $188K in Q1 2024. 141 funds tracked by Wall St. Rank hold PSO as of Q2 2024.

  • Simon Quick Advisors reported no remaining Pearson position as of Q2 2024 after selling out during the quarter.
  • Simon Quick Advisors sold 14,299 Pearson shares in Q2 2024, an estimated $188K.
  • Simon Quick Advisors first reported a position in Pearson in Q3 2022 and held it in 7 quarters.
  • Simon Quick Advisors's Pearson position peaked at $188K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held Pearson as of Q2 2024.

Based on Simon Quick Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.