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Summit Global Investments’s Pearson PSO Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-15,344
Closed -$208K – 616
2024
Q3 		$208K Buy
+15,344
New +$206K 0.01% 486
2023
Q4 		– Sell
-23,258
Closed -$245K – 577
2023
Q3 		$245K Sell
23,258
-19,092
-45% -$205K 0.02% 457
2023
Q2 		$444K Buy
+42,350
New +$437K 0.03% 357

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Summit Global Investments's PSO Position: Q4 2024 in Review

Summit Global Investments sold out of Pearson (PSO) in Q4 2024, closing a stake of 15,344 shares — an estimated $208K sold.

Summit Global Investments first reported a position in PSO in Q2 2023 and held it in 3 quarters. The position peaked at $444K in Q2 2023. 155 funds tracked by Wall St. Rank hold PSO as of Q4 2024.

  • Summit Global Investments reported no remaining Pearson position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 15,344 Pearson shares in Q4 2024, an estimated $208K.
  • Summit Global Investments first reported a position in Pearson in Q2 2023 and held it in 3 quarters.
  • Summit Global Investments's Pearson position peaked at $444K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held Pearson as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.