Syverson Strege & Co’s Pearson PSO Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-280	Closed	-$2.93K	–	476
2023 Q1	$2.93K	Buy	+280	New	+$3.03K	﹤0.01%	420
2022 Q3	–	Sell	-64	Closed	-$1K	–	324
2022 Q2	$1K	Buy	64 +1	+2%	+$10	﹤0.01%	319
2022 Q1	$1K	Hold	63	–	–	﹤0.01%	291
2021 Q4	$1K	Hold	63	–	–	﹤0.01%	293
2021 Q3	$1K	Buy	63 +1	+2%	+$11	﹤0.01%	438
2021 Q2	$1K	Buy	62 +1	+2%	+$12	﹤0.01%	268
2021 Q1	$1K	Hold	61	–	–	﹤0.01%	259
2020 Q4	$1K	Buy	+61	New	+$489	﹤0.01%	238

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Syverson Strege & Co's PSO Position: Q2 2023 in Review

Syverson Strege & Co sold out of Pearson (PSO) in Q2 2023, closing a stake of 280 shares — an estimated $2.93K sold.

Syverson Strege & Co first reported a position in PSO in Q4 2020 and held it in 8 quarters. The position peaked at $2.93K in Q1 2023. 117 funds tracked by Wall St. Rank hold PSO as of Q2 2023.

Syverson Strege & Co reported no remaining Pearson position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 280 Pearson shares in Q2 2023, an estimated $2.93K.
Syverson Strege & Co first reported a position in Pearson in Q4 2020 and held it in 8 quarters.
Syverson Strege & Co's Pearson position peaked at $2.93K in Q1 2023.
117 funds tracked by Wall St. Rank held Pearson as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.