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 |
|---|---|---|---|---|---|---|---|
| Q4 2017 | $319.01 | Q3 2020 | $283.51 | -11.13% | Closed | History | |
| Q2 2008 | $7.34 | Q2 2010 | $6.52 | -11.17% | Closed | History | |
| Q3 2019 | $37.82 | Q1 2020 | $33.50 | -11.42% | Closed | History | |
| Q4 2005 | $57.19 | Q4 2008 | $50.57 | -11.58% | Closed | History | |
| Q4 2006 | $35.69 | Q4 2010 | $31.51 | -11.71% | Closed | History | |
| Q1 2010 | $57.41 | Q2 2010 | $50.52 | -12.00% | Closed | History | |
| Q2 2015 | $57.31 | Open | $50.42 | -12.02% | Open | History | |
| Q4 2005 | $2.66 | Q3 2006 | $2.34 | -12.03% | Closed | History | |
| Q1 2017 | $49.73 | Q3 2018 | $43.61 | -12.31% | Closed | History | |
| Q4 2022 | $10.12 | Q2 2024 | $8.87 | -12.35% | Closed | History | |
| Q1 2019 | $126.15 | Open | $109.92 | -12.87% | Open | History | |
| Q2 2001 | $18.19 | Q1 2002 | $15.83 | -12.97% | Closed | History | |
| Q3 2017 | $120.67 | Q3 2018 | $104.90 | -13.07% | Closed | History | |
| Q2 2018 | $51.89 | Q4 2018 | $45.09 | -13.10% | Closed | History | |
| Q3 2018 | $76.84 | Q2 2019 | $66.67 | -13.24% | Closed | History | |
| Q1 1999 | $37.75 | Q3 1999 | $32.69 | -13.40% | Closed | History | |
| Q4 2007 | $53.39 | Q2 2008 | $46.19 | -13.49% | Closed | History | |
| Q3 2018 | $40.88 | Q3 2019 | $35.32 | -13.60% | Closed | History | |
| Q1 1999 | $14.69 | Q1 2000 | $12.69 | -13.61% | Closed | History | |
| Q1 2022 | $109.73 | Q4 2022 | $94.67 | -13.72% | Closed | History | |
| Q1 2015 | $15.29 | Q3 2019 | $13.17 | -13.87% | Closed | History | |
| Q1 2026 | $239.40 | Open | $205.92 | -13.98% | Open | History | |
| Q1 2010 | $402.50 | Q4 2010 | $346.00 | -14.04% | Closed | History | |
| Q3 2001 | $9.88 | Q4 2003 | $8.43 | -14.68% | Closed | History | |
| Q2 2008 | $41.39 | Q4 2009 | $35.28 | -14.76% | Closed | History | |
| Q1 2006 | $41.51 | Q4 2006 | $35.34 | -14.86% | Closed | History | |
| Q2 2015 | $26.83 | Q2 2020 | $22.83 | -14.89% | Closed | History | |
| Q2 2007 | $136.62 | Q3 2007 | $116.12 | -15.01% | Closed | History | |
| Q2 2018 | $165.99 | Q2 2019 | $140.73 | -15.22% | Closed | History | |
| Q1 2011 | $73.24 | Q3 2011 | $62.05 | -15.28% | Closed | History | |
| Q2 2007 | $26.34 | Q3 2007 | $22.30 | -15.34% | Closed | History | |
| Q3 2018 | $7.72 | Q3 2019 | $6.51 | -15.67% | Closed | History | |
| Q1 2004 | $16.15 | Q2 2009 | $13.61 | -15.76% | Closed | History | |
| Q2 2014 | $24.38 | Q2 2020 | $20.53 | -15.79% | Closed | History | |
| Q3 2011 | $10.81 | Q4 2013 | $9.09 | -15.91% | Closed | History | |
| Q3 2018 | $32.78 | Q2 2019 | $27.53 | -16.02% | Closed | History | |
| Q1 2002 | $14.70 | Q2 2003 | $12.32 | -16.19% | Closed | History | |
| Q4 2011 | $18.83 | Q2 2012 | $15.77 | -16.25% | Closed | History | |
| Q3 2023 | $486.52 | Open | $406.77 | -16.39% | Open | History | |
| Q3 2008 | $16.50 | Q3 2013 | $13.77 | -16.55% | Closed | History | |
| Q2 2020 | $55.22 | Q3 2020 | $45.90 | -16.88% | Closed | History | |
| Q1 2007 | $49.08 | Q2 2008 | $40.42 | -17.64% | Closed | History | |
| Q4 2014 | $29.55 | Open | $24.25 | -17.95% | Open | History | |
| Q3 2018 | $9.12 | Q1 2020 | $7.48 | -17.98% | Closed | History | |
| Q2 2018 | $52.65 | Q3 2019 | $43.16 | -18.02% | Closed | History | |
| Q3 2016 | $13.43 | Q3 2019 | $11.01 | -18.02% | Closed | History | |
| Q1 2006 | $25.77 | Q4 2009 | $21.06 | -18.28% | Closed | History | |
| Q1 2022 | $72.44 | Q3 2022 | $58.87 | -18.74% | Closed | History | |
| Q2 2007 | $23.93 | Q3 2007 | $19.41 | -18.89% | Closed | History | |
| Q1 2002 | $37.77 | Q3 2009 | $30.62 | -18.93% | Closed | History | |
| Q4 2006 | $38.06 | Q2 2009 | $30.77 | -19.15% | Closed | History | |
| Q1 2015 | $103.21 | Q2 2021 | $83.44 | -19.16% | Closed | History | |
| Q1 2026 | $21.45 | Open | $17.34 | -19.16% | Open | History | |
| Q4 2006 | $23.88 | Q2 2012 | $19.26 | -19.35% | Closed | History | |
| Q3 2017 | $36.62 | Q4 2022 | $29.53 | -19.36% | Closed | History | |
| Q2 2005 | $43.70 | Q4 2008 | $35.08 | -19.73% | Closed | History | |
| Q3 2022 | $45.47 | Q4 2022 | $36.42 | -19.90% | Closed | History | |
| Q4 2006 | $52.94 | Q1 2009 | $42.32 | -20.06% | Closed | History | |
| Q4 2001 | $6.34 | Q4 2002 | $5.06 | -20.19% | Closed | History | |
| Q2 2011 | $43.76 | Q2 2019 | $34.80 | -20.48% | Closed | History | |
| Q4 2018 | $13.50 | Q3 2019 | $10.73 | -20.52% | Closed | History | |
| Q3 2021 | $30.63 | Q2 2022 | $24.19 | -21.03% | Closed | History | |
| Q1 2020 | $45.78 | Q3 2020 | $35.89 | -21.60% | Closed | History | |
| Q4 2019 | $74.48 | Q1 2020 | $58.19 | -21.87% | Closed | History | |
| Q1 2025 | $55.46 | Open | $43.18 | -22.14% | Open | History | |
| Q4 2023 | $33.56 | Open | $25.97 | -22.60% | Open | History | |
| Q3 2018 | $26.53 | Q2 2021 | $20.47 | -22.84% | Closed | History | |
| Q1 2024 | $156.06 | Open | $120.14 | -23.02% | Open | History | |
| Q4 2021 | $134.43 | Q1 2022 | $103.24 | -23.20% | Closed | History | |
| Q2 2007 | $54.28 | Q4 2007 | $41.62 | -23.32% | Closed | History | |
| Q2 1999 | $19.57 | Q3 1999 | $15.00 | -23.35% | Closed | History | |
| Q2 2008 | $34.44 | Q2 2009 | $26.35 | -23.49% | Closed | History | |
| Q2 2024 | $35.04 | Open | $26.67 | -23.89% | Open | History | |
| Q3 2021 | $148.05 | Open | $112.32 | -24.13% | Open | History | |
| Q3 2011 | $13.30 | Q2 2017 | $10.07 | -24.29% | Closed | History | |
| Q3 2007 | $35.88 | Q1 2014 | $27.15 | -24.33% | Closed | History | |
| Q1 2011 | $0.41 | Q1 2012 | $0.31 | -24.39% | Closed | History | |
| Q1 2003 | $222.90 | Q4 2006 | $167.80 | -24.72% | Closed | History | |
| Q4 2023 | $142.05 | Q2 2024 | $106.77 | -24.84% | Closed | History | |
| Q4 2014 | $15.50 | Q4 2022 | $11.63 | -24.97% | Closed | History | |
| Q1 2010 | $8.01 | Q3 2010 | $6.01 | -24.97% | Closed | History | |
| Q4 2020 | $18.74 | Q1 2021 | $13.97 | -25.45% | Closed | History | |
| Q3 2012 | $86.47 | Q3 2016 | $63.90 | -26.10% | Closed | History | |
| Q4 2021 | $65.20 | Open | $48.09 | -26.24% | Open | History | |
| Q1 2007 | $28.49 | Q2 2010 | $21.00 | -26.29% | Closed | History | |
| Q3 2004 | $20.31 | Q4 2011 | $14.96 | -26.34% | Closed | History | |
| Q2 2006 | $3.24 | Q3 2010 | $2.38 | -26.34% | Closed | History | |
| Q3 2018 | $69.89 | Q4 2018 | $51.08 | -26.91% | Closed | History | |
| Q2 2021 | $177.88 | Q3 2021 | $129.96 | -26.94% | Closed | History | |
| Q1 2022 | $17.14 | Q4 2022 | $12.38 | -27.77% | Closed | History | |
| Q4 2025 | $68.40 | Open | $49.38 | -27.81% | Open | History | |
| Q2 2006 | $25.20 | Q3 2006 | $18.08 | -28.25% | Closed | History | |
| Q4 2021 | $56.18 | Q4 2022 | $40.22 | -28.41% | Closed | History | |
| Q4 2025 | $40.52 | Open | $29.01 | -28.41% | Open | History | |
| Q1 2007 | $49.48 | Q2 2009 | $35.31 | -28.64% | Closed | History | |
| Q3 2018 | $17.44 | Q4 2022 | $12.42 | -28.78% | Closed | History | |
| Q1 2011 | $35.29 | Q3 2013 | $24.90 | -29.44% | Closed | History | |
| Q4 2006 | $13.46 | Q3 2009 | $9.47 | -29.64% | Closed | History | |
| Q3 2013 | $16.43 | Q4 2018 | $11.55 | -29.70% | Closed | History | |
| Q1 2024 | $44.17 | Q2 2024 | $30.97 | -29.88% | 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.