Stonebridge Capital Advisors’s Pearson PSO Stock Holding History

Stonebridge Capital 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
2022 Q4	–	Sell	-79	Closed	-$1K	–	1072
2022 Q3	$1K	Buy	+79	New	+$786	﹤0.01%	936

Other funds holding PSO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Stonebridge Capital Advisors's PSO Position: Q4 2022 in Review

Stonebridge Capital Advisors sold out of Pearson (PSO) in Q4 2022, closing a stake of 79 shares — an estimated $1K sold.

Stonebridge Capital Advisors first reported a position in PSO in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 129 funds tracked by Wall St. Rank hold PSO as of Q4 2022.

Stonebridge Capital Advisors reported no remaining Pearson position as of Q4 2022 after selling out during the quarter.
Stonebridge Capital Advisors sold 79 Pearson shares in Q4 2022, an estimated $1K.
Stonebridge Capital Advisors first reported a position in Pearson in Q3 2022 and held it in 1 quarter.
Stonebridge Capital Advisors's Pearson position peaked at $1K in Q3 2022.
129 funds tracked by Wall St. Rank held Pearson as of Q4 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.