Vestmark Advisory Solutions’s Pearson PSO Stock Holding History

Vestmark Advisory Solutions’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
2022 Q3	–	Sell	-11,673	Closed	-$108K	–	869
2022 Q2	$108K	Sell	11,673 -3,916	-25%	-$37.8K	0.01%	829
2022 Q1	$155K	Buy	15,589 +4,327	+38%	+$39.1K	0.01%	844
2021 Q4	$95K	Buy	+11,262	New	+$96.7K	0.01%	836

Other funds holding PSO

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

HJIM

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

Vestmark Advisory Solutions's PSO Position: Q3 2022 in Review

Vestmark Advisory Solutions sold out of Pearson (PSO) in Q3 2022, closing a stake of 11,673 shares — an estimated $108K sold.

Vestmark Advisory Solutions first reported a position in PSO in Q4 2021 and held it in 3 quarters. The position peaked at $155K in Q1 2022. 122 funds tracked by Wall St. Rank hold PSO as of Q3 2022.

Vestmark Advisory Solutions reported no remaining Pearson position as of Q3 2022 after selling out during the quarter.
Vestmark Advisory Solutions sold 11,673 Pearson shares in Q3 2022, an estimated $108K.
Vestmark Advisory Solutions first reported a position in Pearson in Q4 2021 and held it in 3 quarters.
Vestmark Advisory Solutions's Pearson position peaked at $155K in Q1 2022.
122 funds tracked by Wall St. Rank held Pearson as of Q3 2022.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2022, filed 3 Nov 2022.