PSO Pearson PLC

Ownership history in BAROMETER CAPITAL MANAGEMENT INC.  ·  9 quarters on record

AI Ownership Summary

BAROMETER CAPITAL MANAGEMENT INC. reported Pearson PLC (PSO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.29% in 2024 Q4. The latest visible filing shows PSO at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAROMETER CAPITAL MANAGEMENT INC.'s position in Pearson PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PSO was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAROMETER CAPITAL MANAGEMENT INC. held PSO — position size vs. price
% of Fund (quarterly)    PSO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 64,600 +54,589 +545.3% 0.18% $766K 2026-02-14 (Est.) $12.34
2025 Q3 UNCHANGED 10,011 0% 0.03% $142K 2025-11-13 $13.06
2025 Q2 REDUCED 10,011 -20,200 -66.9% 0.04% $149K 2025-08-14 $14.20
2025 Q1 REDUCED 30,211 -20,411 -40.3% 0.18% $484K 2025-05-14 $15.54
2024 Q4 ADDED 50,622 +25,811 +104.0% 0.29% $726K 2025-02-13 $16.23
2024 Q3 UNCHANGED 24,811 0% 0.10% $337K 2024-11-14 $14.55
2024 Q2 REDUCED 24,811 -800 -3.1% 0.12% $310K 2024-08-09 $12.78
2024 Q1 ADDED 25,611 +15,911 +164.0% 0.08% $312K 2024-05-08 $12.12
2023 Q4 INITIATED 9,700 0.03% $119K 2024-02-14 $11.18

FAQ About BAROMETER CAPITAL MANAGEMENT INC. and PSO

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAROMETER CAPITAL MANAGEMENT INC. reported owning PSO?

BAROMETER CAPITAL MANAGEMENT INC. reported PSO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PSO position in BAROMETER CAPITAL MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for PSO was 0.29% in 2024 Q4.

What is the latest reported PSO position on this page?

The most recent filing on this page is 2025 Q4, when BAROMETER CAPITAL MANAGEMENT INC. reported 64,600 shares, equal to 0.18% of portfolio, with an estimated market value of $766K.

What does the chart on this PSO ownership page compare?

The chart compares BAROMETER CAPITAL MANAGEMENT INC.'s quarterly PSO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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