Verdence Capital Advisors’s Pearson PSO Stock Holding History

Verdence 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
2023 Q1	–	Sell	-31,854	Closed	-$359K	–	559
2022 Q4	$359K	Sell	31,854 -24,675	-44%	-$271K	0.04%	337
2022 Q3	$540K	Buy	56,529 +827	+1%	+$8.23K	0.07%	257
2022 Q2	$514K	Buy	55,702 +2,947	+6%	+$28.4K	0.07%	286
2022 Q1	$526K	Buy	52,755 +3,150	+6%	+$28.4K	0.06%	289
2021 Q4	$417K	Buy	+49,605	New	+$426K	0.05%	311

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Verdence Capital Advisors's PSO Position: Q1 2023 in Review

Verdence Capital Advisors sold out of Pearson (PSO) in Q1 2023, closing a stake of 31,854 shares — an estimated $359K sold.

Verdence Capital Advisors first reported a position in PSO in Q4 2021 and held it in 5 quarters. The position peaked at $540K in Q3 2022. 111 funds tracked by Wall St. Rank hold PSO as of Q1 2023.

Verdence Capital Advisors reported no remaining Pearson position as of Q1 2023 after selling out during the quarter.
Verdence Capital Advisors sold 31,854 Pearson shares in Q1 2023, an estimated $359K.
Verdence Capital Advisors first reported a position in Pearson in Q4 2021 and held it in 5 quarters.
Verdence Capital Advisors's Pearson position peaked at $540K in Q3 2022.
111 funds tracked by Wall St. Rank held Pearson as of Q1 2023.

Based on Verdence Capital Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.