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 |
|---|---|---|---|---|---|---|---|
| Q2 2004 | $42.31 | Q3 2009 | $16.92 | -60.01% | Closed | History | |
| Q2 2012 | $8.50 | Q1 2016 | $3.26 | -61.65% | Closed | History | |
| Q1 2017 | $38.99 | Q3 2020 | $14.83 | -61.96% | Closed | History | |
| Q2 2008 | $4.77 | Q4 2008 | $1.81 | -62.05% | Closed | History | |
| Q4 2002 | $351.80 | Open | $133.27 | -62.12% | Open | History | |
| Q3 2021 | $42.01 | Q1 2023 | $15.37 | -63.41% | Closed | History | |
| Q2 2021 | $195.77 | Q4 2024 | $69.93 | -64.28% | Closed | History | |
| Q2 2015 | $39.25 | Q4 2018 | $12.58 | -67.95% | Closed | History | |
| Q1 2014 | $33.68 | Q1 2019 | $10.79 | -67.96% | Closed | History | |
| Q1 1999 | $10.75 | Q3 1999 | $3.44 | -68.00% | Closed | History | |
| Q4 2004 | $22.21 | Q1 2006 | $7.08 | -68.12% | Closed | History | |
| Q4 2006 | $14.22 | Q3 2009 | $4.49 | -68.42% | Closed | History | |
| Q4 2007 | $37.13 | Q1 2009 | $11.04 | -70.27% | Closed | History | |
| Q3 2018 | $18.12 | Q4 2022 | $5.08 | -71.96% | Closed | History | |
| Q2 2002 | $24.47 | Q3 2003 | $6.76 | -72.37% | Closed | History | |
| Q3 2019 | $128.95 | Q2 2020 | $35.45 | -72.51% | Closed | History | |
| Q3 2006 | $35.03 | Q4 2007 | $8.94 | -74.48% | Closed | History | |
| Q2 2024 | $57.55 | Q4 2025 | $13.87 | -75.90% | Closed | History | |
| Q4 2023 | $98.21 | Open | $23.57 | -76.00% | Open | History | |
| Q3 2021 | $92.20 | Open | $21.40 | -76.79% | Open | History | |
| Q2 2000 | $12.11 | Q1 2002 | $2.55 | -78.94% | Closed | History | |
| Q2 2018 | $25.79 | Open | $5.02 | -80.54% | Open | History | |
| Q1 1999 | $6.62 | Q3 2000 | $1.25 | -81.12% | Closed | History | |
| Q2 2001 | $9.97 | Q3 2001 | $1.85 | -81.44% | Closed | History | |
| Q1 2017 | $32.85 | Q1 2025 | $5.97 | -81.83% | Closed | History | |
| Q3 2001 | $20.15 | Q4 2001 | $3.55 | -82.38% | Closed | History | |
| Q2 2014 | $17.40 | Q1 2018 | $2.83 | -83.74% | Closed | History | |
| Q2 2006 | $13.27 | Q1 2012 | $2.02 | -84.78% | Closed | History | |
| Q4 2001 | $32.70 | Q2 2008 | $4.93 | -84.92% | Closed | History | |
| Q3 2013 | $25.04 | Q4 2018 | $3.35 | -86.62% | Closed | History | |
| Q1 2015 | $1.82 | Q2 2016 | $0.23 | -87.36% | Closed | History | |
| Q1 2007 | $4.96 | Q2 2008 | $0.62 | -87.50% | Closed | History | |
| Q3 2018 | $38.65 | Q4 2024 | $4.56 | -88.20% | Closed | History | |
| Q3 2001 | $3.96 | Q2 2002 | $0.46 | -88.38% | Closed | History | |
| Q4 2019 | $6.56 | Q2 2020 | $0.65 | -90.09% | Closed | History | |
| Q1 2007 | $2.54 | Q4 2008 | $0.21 | -91.73% | Closed | History | |
| Q2 2002 | $18.09 | Q2 2003 | $1.24 | -93.15% | Closed | History | |
| Q4 2006 | $56.89 | Q3 2008 | $3.50 | -93.85% | Closed | History | |
| Q2 2008 | $15.77 | Q4 2008 | $0.91 | -94.23% | Closed | History | |
| Q2 2008 | $26.43 | Q1 2009 | $1.01 | -96.18% | Closed | History | |
| Q4 2008 | $9.60 | Q3 2009 | $21.70 | data error | Closed | History | |
| Q1 2009 | $2.28 | Q3 2010 | $4.18 | data error | Closed | History | |
| Q2 2012 | $92.61 | Q4 2015 | $123.63 | data error | Closed | History | |
| Q2 2010 | $75.35 | Q2 2011 | $96.79 | data error | Closed | History | |
| Q3 2016 | $137.30 | Q1 2017 | $143.50 | data error | Closed | History | |
| Q4 2022 | $235.48 | Q2 2023 | $241.33 | data error | Closed | History | |
| Q3 2008 | $0.08 | Q3 2008 | $0.08 | data error | Closed | History | |
| Q4 2022 | $0.01 | Q4 2022 | $0.01 | data error | Closed | History | |
| Q2 2002 | $0.01 | Q2 2002 | $0.01 | data error | Closed | History | |
| Q2 2000 | $184,224.00 | Q4 2009 | $116,928.00 | data error | Closed | History | |
| Q1 1999 | $42.69 | Q2 2009 | $0.50 | data error | Closed | History | |
| Q1 2003 | $53.10 | Q2 2012 | $0.25 | data error | Closed | History | |
| Q4 2002 | $64.35 | Q3 2010 | $0.27 | data error | 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.