Richard Pzena - Pzena Investment Management
1240 trades
· 1082 closed
· 158 open
· Win rate: 52%
· Avg return: +28.2%
· Median return: +1.8%
⚠ 13 of these positions have a value-scale error in the underlying SEC filing
(an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked
data error below and excluded from the stats above, but their
quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.
| Stock | Entry Quarter |
Entry Price |
Exit Quarter |
Exit / Current Price |
Return | Status | Filings |
|---|---|---|---|---|---|---|---|
| Q3 2018 | $64.21 | Q3 2018 | $64.21 | +0.00% | Closed | History | |
| Q4 2015 | $8.42 | Q4 2015 | $8.42 | +0.00% | Closed | History | |
| Q3 2006 | $19.46 | Q3 2006 | $19.46 | +0.00% | Closed | History | |
| Q3 2019 | $23.18 | Q3 2019 | $23.18 | +0.00% | Closed | History | |
| Q1 2005 | $59.52 | Q1 2005 | $59.52 | +0.00% | Closed | History | |
| Q4 2007 | $51.28 | Q4 2007 | $51.28 | +0.00% | Closed | History | |
| Q1 2022 | $60.04 | Q1 2022 | $60.04 | +0.00% | Closed | History | |
| Q1 2020 | $26.77 | Q1 2020 | $26.77 | +0.00% | Closed | History | |
| Q2 2009 | $2.12 | Q2 2009 | $2.12 | +0.00% | Closed | History | |
| Q2 2001 | $9.33 | Q4 2001 | $9.32 | -0.08% | Closed | History | |
| Q1 2018 | $13.48 | Q2 2021 | $13.46 | -0.15% | Closed | History | |
| Q1 2014 | $72.70 | Q2 2015 | $72.59 | -0.15% | Closed | History | |
| Q4 2007 | $31.62 | Q3 2008 | $31.56 | -0.19% | Closed | History | |
| Q2 2003 | $36.79 | Q3 2003 | $36.70 | -0.24% | Closed | History | |
| Q2 2022 | $36.80 | Q2 2024 | $36.70 | -0.28% | Closed | History | |
| Q2 2020 | $34.03 | Q1 2023 | $33.93 | -0.29% | Closed | History | |
| Q1 2022 | $87.19 | Open | $86.91 | -0.32% | Open | History | |
| Q3 2006 | $43.41 | Q4 2006 | $43.25 | -0.37% | Closed | History | |
| Q1 2018 | $21.53 | Q2 2018 | $21.45 | -0.37% | Closed | History | |
| Q4 2006 | $22.48 | Q3 2009 | $22.38 | -0.44% | Closed | History | |
| Q3 2023 | $24.17 | Open | $24.03 | -0.58% | Open | History | |
| Q4 2022 | $3,775.21 | Q3 2023 | $3,753.00 | -0.59% | Closed | History | |
| Q3 2018 | $33.67 | Q4 2018 | $33.44 | -0.68% | Closed | History | |
| Q1 2016 | $35.72 | Open | $35.42 | -0.84% | Open | History | |
| Q3 2023 | $55.93 | Open | $55.41 | -0.93% | Open | History | |
| Q1 2023 | $82.03 | Q2 2023 | $81.24 | -0.96% | Closed | History | |
| Q3 2008 | $17.54 | Q3 2014 | $17.37 | -0.97% | Closed | History | |
| Q4 2025 | $13.25 | Open | $13.12 | -0.98% | Open | History | |
| Q1 2002 | $28.80 | Q3 2003 | $28.50 | -1.04% | Closed | History | |
| Q2 2008 | $16.35 | Q2 2010 | $16.15 | -1.22% | Closed | History | |
| Q1 2018 | $83.25 | Q4 2019 | $82.20 | -1.26% | Closed | History | |
| Q1 2014 | $34.03 | Q3 2014 | $33.57 | -1.35% | Closed | History | |
| Q2 2004 | $18.35 | Q4 2005 | $18.10 | -1.36% | Closed | History | |
| Q1 2023 | $80.62 | Open | $79.30 | -1.64% | Open | History | |
| Q1 2017 | $42.74 | Q2 2020 | $41.98 | -1.78% | Closed | History | |
| Q2 2007 | $28.79 | Q3 2007 | $28.27 | -1.82% | Closed | History | |
| Q2 2023 | $6.97 | Q4 2023 | $6.84 | -1.87% | Closed | History | |
| Q3 2017 | $18.70 | Q4 2017 | $18.34 | -1.93% | Closed | History | |
| Q4 2002 | $65.60 | Q4 2003 | $64.20 | -2.13% | Closed | History | |
| Q2 2008 | $36.29 | Q1 2012 | $35.50 | -2.18% | Closed | History | |
| Q2 2020 | $32.56 | Q4 2022 | $31.82 | -2.27% | Closed | History | |
| Q3 2020 | $169.56 | Q4 2020 | $165.62 | -2.32% | Closed | History | |
| Q3 2018 | $31.99 | Q4 2019 | $31.14 | -2.66% | Closed | History | |
| Q4 2007 | $19.35 | Q1 2009 | $18.81 | -2.79% | Closed | History | |
| Q4 2010 | $12.53 | Q1 2011 | $12.18 | -2.79% | Closed | History | |
| Q1 2018 | $104.08 | Q1 2019 | $100.88 | -3.07% | Closed | History | |
| Q1 2021 | $17.45 | Q2 2021 | $16.90 | -3.15% | Closed | History | |
| Q3 2025 | $12.47 | Open | $12.06 | -3.29% | Open | History | |
| Q2 2020 | $2,934.88 | Q3 2020 | $2,835.00 | -3.40% | Closed | History | |
| Q1 2002 | $28.00 | Q2 2004 | $27.01 | -3.54% | Closed | History | |
| Q4 2004 | $30.58 | Q4 2008 | $29.45 | -3.70% | Closed | History | |
| Q4 2010 | $15.54 | Q4 2013 | $14.96 | -3.73% | Closed | History | |
| Q4 2010 | $30.69 | Q1 2013 | $29.47 | -3.97% | Closed | History | |
| Q1 2009 | $8.80 | Q2 2011 | $8.40 | -4.55% | Closed | History | |
| Q1 2006 | $16.13 | Q4 2006 | $15.36 | -4.77% | Closed | History | |
| Q4 2025 | $137.96 | Open | $131.34 | -4.80% | Open | History | |
| Q3 2003 | $54.97 | Q1 2005 | $52.28 | -4.89% | Closed | History | |
| Q1 2010 | $3.12 | Q4 2010 | $2.96 | -5.13% | Closed | History | |
| Q1 2006 | $27.21 | Q3 2012 | $25.76 | -5.33% | Closed | History | |
| Q4 2023 | $152.44 | Open | $144.23 | -5.39% | Open | History | |
| Q4 2022 | $99.77 | Q2 2023 | $94.35 | -5.43% | Closed | History | |
| Q2 2025 | $99.63 | Q3 2025 | $94.10 | -5.55% | Closed | History | |
| Q4 2018 | $84.00 | Q2 2020 | $79.08 | -5.86% | Closed | History | |
| Q2 2005 | $17.59 | Q2 2010 | $16.49 | -6.23% | Closed | History | |
| Q4 2013 | $27.14 | Q2 2017 | $25.42 | -6.34% | Closed | History | |
| Q2 2015 | $49.10 | Q3 2018 | $45.97 | -6.37% | Closed | History | |
| Q2 2006 | $24.39 | Q3 2006 | $22.83 | -6.40% | Closed | History | |
| Q1 2017 | $614.66 | Q2 2018 | $574.55 | -6.53% | Closed | History | |
| Q3 2013 | $27.54 | Q4 2016 | $25.70 | -6.68% | Closed | History | |
| Q1 2012 | $28.99 | Q2 2023 | $27.00 | -6.86% | Closed | History | |
| Q2 2001 | $20.69 | Q4 2001 | $19.27 | -6.86% | Closed | History | |
| Q2 2021 | $72.12 | Open | $66.79 | -7.39% | Open | History | |
| Q1 2021 | $125.29 | Q4 2021 | $115.99 | -7.42% | Closed | History | |
| Q4 2018 | $25.41 | Q4 2019 | $23.48 | -7.60% | Closed | History | |
| Q2 2006 | $26.10 | Q3 2006 | $24.11 | -7.61% | Closed | History | |
| Q4 2001 | $29.60 | Q2 2009 | $27.34 | -7.64% | Closed | History | |
| Q2 2008 | $17.43 | Q3 2008 | $16.09 | -7.69% | Closed | History | |
| Q2 2019 | $19.93 | Q1 2022 | $18.39 | -7.73% | Closed | History | |
| Q3 2002 | $23.80 | Q1 2009 | $21.94 | -7.82% | Closed | History | |
| Q4 2023 | $15.86 | Open | $14.59 | -8.01% | Open | History | |
| Q3 2024 | $27.47 | Open | $25.19 | -8.30% | Open | History | |
| Q2 2002 | $16.86 | Q4 2003 | $15.40 | -8.66% | Closed | History | |
| Q1 2006 | $18.13 | Q2 2006 | $16.51 | -8.94% | Closed | History | |
| Q4 2021 | $323.66 | Q1 2022 | $293.18 | -9.42% | Closed | History | |
| Q4 2019 | $19.15 | Q2 2023 | $17.33 | -9.50% | Closed | History | |
| Q2 2008 | $40.04 | Q4 2008 | $36.20 | -9.59% | Closed | History | |
| Q3 2016 | $99.40 | Q4 2016 | $89.86 | -9.60% | Closed | History | |
| Q3 2019 | $30.64 | Q2 2020 | $27.66 | -9.73% | Closed | History | |
| Q1 2015 | $8.77 | Q1 2017 | $7.90 | -9.92% | Closed | History | |
| Q1 2015 | $3.33 | Q2 2015 | $2.99 | -10.14% | Closed | History | |
| Q1 2019 | $23.78 | Q2 2019 | $21.35 | -10.22% | Closed | History | |
| Q1 2022 | $10.90 | Q1 2023 | $9.78 | -10.28% | Closed | History | |
| Q1 2022 | $136.83 | Q3 2022 | $122.58 | -10.41% | Closed | History | |
| Q2 2024 | $50.57 | Open | $45.30 | -10.42% | Open | History | |
| Q3 2021 | $7.00 | Q1 2022 | $6.27 | -10.43% | Closed | History | |
| Q3 2017 | $84.55 | Q3 2022 | $75.49 | -10.72% | Closed | History | |
| Q4 2016 | $58.22 | Open | $51.96 | -10.75% | Open | History | |
| Q1 2026 | $210.03 | Open | $187.13 | -10.90% | Open | History | |
| Q3 2006 | $36.31 | Q1 2010 | $32.35 | -10.91% | Closed | History | |
| Q1 2022 | $74.60 | Q2 2022 | $66.31 | -11.11% | Closed | History |
Entry/exit prices and returns are split-adjusted to today's share basis.
The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split
quarter's price will look higher than the split-adjusted entry above.