Y-Intercept (HK)’s Pearson PSO Stock Holding History

Y-Intercept (HK)’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 Q3	–	Sell	-25,754	Closed	-$270K	–	1484
2023 Q2	$270K	Buy	+25,754	New	+$266K	0.03%	812
2023 Q1	–	Sell	-18,721	Closed	-$211K	–	1467
2022 Q4	$211K	Buy	+18,721	New	+$206K	0.03%	808

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

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Y-Intercept (HK)'s PSO Position: Q3 2023 in Review

Y-Intercept (HK) sold out of Pearson (PSO) in Q3 2023, closing a stake of 25,754 shares — an estimated $270K sold.

Y-Intercept (HK) first reported a position in PSO in Q4 2022 and held it in 2 quarters. The position peaked at $270K in Q2 2023. 116 funds tracked by Wall St. Rank hold PSO as of Q3 2023.

Y-Intercept (HK) reported no remaining Pearson position as of Q3 2023 after selling out during the quarter.
Y-Intercept (HK) sold 25,754 Pearson shares in Q3 2023, an estimated $270K.
Y-Intercept (HK) first reported a position in Pearson in Q4 2022 and held it in 2 quarters.
Y-Intercept (HK)'s Pearson position peaked at $270K in Q2 2023.
116 funds tracked by Wall St. Rank held Pearson as of Q3 2023.

Based on Y-Intercept (HK)'s 13F filing for Q3 2023, filed 14 Nov 2023.