State Street’s Pearson PSO Stock Holding History

State Street’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	-14,701	Closed	-$166K	–	4815
2022 Q4	$166K	Buy	+14,701	New	+$161K	﹤0.01%	4180
2021 Q3	–	Sell	-20,530	Closed	-$238K	–	4701
2021 Q2	$238K	Hold	20,530	–	–	﹤0.01%	4150
2021 Q1	$221K	Buy	+20,530	New	+$213K	﹤0.01%	3834
2020 Q3	–	Sell	-13,363	Closed	-$97K	–	3850
2020 Q2	$97K	Buy	+13,363	New	+$83.4K	﹤0.01%	3662

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

State Street's PSO Position: Q1 2023 in Review

State Street sold out of Pearson (PSO) in Q1 2023, closing a stake of 14,701 shares — an estimated $166K sold.

State Street first reported a position in PSO in Q2 2020 and held it in 4 quarters. The position peaked at $238K in Q2 2021. 111 funds tracked by Wall St. Rank hold PSO as of Q1 2023.

State Street reported no remaining Pearson position as of Q1 2023 after selling out during the quarter.
State Street sold 14,701 Pearson shares in Q1 2023, an estimated $166K.
State Street first reported a position in Pearson in Q2 2020 and held it in 4 quarters.
State Street's Pearson position peaked at $238K in Q2 2021.
111 funds tracked by Wall St. Rank held Pearson as of Q1 2023.

Based on State Street's 13F filing for Q1 2023, filed 15 May 2023.