AG
PZN

Aperio Group’s Pzena Investment Management, Inc. Class A PZN Stock Holding History

Aperio Group’s Portfolio PZN Stock Details PZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-950
Closed -$8K – 2889
2019
Q2 		$8K Buy
+950
New +$8.6K ﹤0.01% 2814

Other funds holding PZN

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's PZN Position: Q3 2019 in Review

Aperio Group sold out of Pzena Investment Management, Inc. Class A (PZN) in Q3 2019, closing a stake of 950 shares — an estimated $8K sold.

Aperio Group first reported a position in PZN in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 81 funds tracked by Wall St. Rank hold PZN as of Q3 2019.

  • Aperio Group reported no remaining Pzena Investment Management, Inc. Class A position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 950 Pzena Investment Management, Inc. Class A shares in Q3 2019, an estimated $8K.
  • Aperio Group first reported a position in Pzena Investment Management, Inc. Class A in Q2 2019 and held it in 1 quarter.
  • Aperio Group's Pzena Investment Management, Inc. Class A position peaked at $8K in Q2 2019.
  • 81 funds tracked by Wall St. Rank held Pzena Investment Management, Inc. Class A as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.