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Thornburg Investment Management’s Pearson PSO Stock Holding History

Thornburg Investment Management’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
2014
Q3 		– Sell
-3,644,950
Closed -$72.2M – 324
2014
Q2 		$72.2M Sell
3,644,950
-311,991
-8% -$5.83M 0.29% 109
2014
Q1 		$70.5M Sell
3,956,941
-48,449
-1% -$905K 0.28% 117
2013
Q4 		$89.7M Sell
4,005,390
-293,368
-7% -$6.22M 0.34% 95
2013
Q3 		$87.4M Buy
4,298,758
+61,977
+1% +$1.24M 0.35% 91
2013
Q2 		$75.9M Buy
+4,236,781
New +$76.9M 0.35% 85

Other funds holding PSO

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Thornburg Investment Management's PSO Position: Q3 2014 in Review

Thornburg Investment Management sold out of Pearson (PSO) in Q3 2014, closing a stake of 3,644,950 shares — an estimated $72.2M sold.

Thornburg Investment Management first reported a position in PSO in Q2 2013 and held it in 5 quarters. The position peaked at $89.7M in Q4 2013. 91 funds tracked by Wall St. Rank hold PSO as of Q3 2014.

  • Thornburg Investment Management reported no remaining Pearson position as of Q3 2014 after selling out during the quarter.
  • Thornburg Investment Management sold 3,644,950 Pearson shares in Q3 2014, an estimated $72.2M.
  • Thornburg Investment Management first reported a position in Pearson in Q2 2013 and held it in 5 quarters.
  • Thornburg Investment Management's Pearson position peaked at $89.7M in Q4 2013.
  • 91 funds tracked by Wall St. Rank held Pearson as of Q3 2014.

Based on Thornburg Investment Management's 13F filing for Q3 2014, filed 12 Nov 2014.