Susquehanna Fundamental Investments’s Pearson PSO Stock Holding History

Susquehanna Fundamental 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
2021 Q2	–	Sell	-46,558	Closed	-$498K	–	1751
2021 Q1	$498K	Sell	46,558 -29,533	-39%	-$307K	0.01%	1140
2020 Q4	$699K	Sell	76,091 -14,500	-16%	-$116K	0.01%	979
2020 Q3	$644K	Hold	90,591	–	–	0.02%	792
2020 Q2	$655K	Hold	90,591	–	–	0.03%	543
2020 Q1	$624K	Buy	+90,591	New	+$660K	0.12%	163
2019 Q1	–	Sell	-47,767	Closed	-$570K	–	428
2018 Q4	$570K	Sell	47,767 -21,446	-31%	-$248K	0.1%	201
2018 Q3	$797K	Sell	69,213 -69,802	-50%	-$817K	0.14%	192
2018 Q2	$1.61M	Buy	139,015 +22,197	+19%	+$256K	0.24%	134
2018 Q1	$1.23M	Buy	+116,818	New	+$1.16M	0.15%	223

Other funds holding PSO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

13D Management New York $64.5M AUM 38.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Susquehanna Fundamental Investments's PSO Position: Q2 2021 in Review

Susquehanna Fundamental Investments sold out of Pearson (PSO) in Q2 2021, closing a stake of 46,558 shares — an estimated $498K sold.

Susquehanna Fundamental Investments first reported a position in PSO in Q1 2018 and held it in 9 quarters. The position peaked at $1.61M in Q2 2018. 89 funds tracked by Wall St. Rank hold PSO as of Q2 2021.

Susquehanna Fundamental Investments reported no remaining Pearson position as of Q2 2021 after selling out during the quarter.
Susquehanna Fundamental Investments sold 46,558 Pearson shares in Q2 2021, an estimated $498K.
Susquehanna Fundamental Investments first reported a position in Pearson in Q1 2018 and held it in 9 quarters.
Susquehanna Fundamental Investments's Pearson position peaked at $1.61M in Q2 2018.
89 funds tracked by Wall St. Rank held Pearson as of Q2 2021.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2021, filed 11 Aug 2021.