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Whittier Trust’s Pearson PSO Stock Holding History

Whittier Trust’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
2024
Q4 		– Sell
-2,957
Closed -$40.1K – 1595
2024
Q3 		$40.1K Hold
2,957
– – ﹤0.01% 969
2024
Q2 		$36.9K Hold
2,957
– – ﹤0.01% 969
2024
Q1 		$38.9K Hold
2,957
– – ﹤0.01% 984
2023
Q4 		$36.3K Hold
2,957
– – ﹤0.01% 976
2023
Q3 		$31.2K Hold
2,957
– – ﹤0.01% 1022
2023
Q2 		$31K Hold
2,957
– – ﹤0.01% 1031
2023
Q1 		$30.9K Hold
2,957
– – ﹤0.01% 1054
2022
Q4 		$33.3K Hold
2,957
– – ﹤0.01% 1033
2022
Q3 		$28K Buy
+2,957
New +$29.4K ﹤0.01% 1102
2020
Q2 		– Sell
-117
Closed -$1K – 1485
2020
Q1 		$1K Buy
+117
New +$852 ﹤0.01% 1419

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Whittier Trust's PSO Position: Q4 2024 in Review

Whittier Trust sold out of Pearson (PSO) in Q4 2024, closing a stake of 2,957 shares — an estimated $40.1K sold.

Whittier Trust first reported a position in PSO in Q1 2020 and held it in 10 quarters. The position peaked at $40.1K in Q3 2024. 155 funds tracked by Wall St. Rank hold PSO as of Q4 2024.

  • Whittier Trust reported no remaining Pearson position as of Q4 2024 after selling out during the quarter.
  • Whittier Trust sold 2,957 Pearson shares in Q4 2024, an estimated $40.1K.
  • Whittier Trust first reported a position in Pearson in Q1 2020 and held it in 10 quarters.
  • Whittier Trust's Pearson position peaked at $40.1K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Pearson as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.