Jim Simons
PZN

Jim Simons’s Pzena Investment Management, Inc. Class A PZN Stock Holding History

Jim Simons’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
2022
Q4 		– Sell
-717,050
Closed -$6.8M – 4572
2022
Q3 		$6.8M Sell
717,050
-77,100
-10% -$677K 0.01% 1251
2022
Q2 		$5.23M Buy
794,150
+23,600
+3% +$161K 0.01% 1514
2022
Q1 		$6.18M Sell
770,550
-78,399
-9% -$715K 0.01% 1439
2021
Q4 		$8.04M Sell
848,949
-44,901
-5% -$466K 0.01% 1193
2021
Q3 		$8.79M Buy
893,850
+27,822
+3% +$298K 0.01% 1111
2021
Q2 		$9.54M Sell
866,028
-31,522
-4% -$348K 0.01% 1205
2021
Q1 		$9.45M Sell
897,550
-64,400
-7% -$606K 0.01% 1238
2020
Q4 		$7.02M Sell
961,950
-12,000
-1% -$76K 0.01% 1382
2020
Q3 		$5.22M Sell
973,950
-35,500
-4% -$186K 0.01% 1549
2020
Q2 		$5.49M Sell
1,009,450
-29,450
-3% -$137K ﹤0.01% 1584
2020
Q1 		$4.63M Buy
1,038,900
+24,799
+2% +$174K ﹤0.01% 1614
2019
Q4 		$8.74M Sell
1,014,101
-3,899
-0.4% -$33.6K 0.01% 1529
2019
Q3 		$9.08M Buy
1,018,000
+4,300
+0.4% +$35.7K 0.01% 1446
2019
Q2 		$8.71M Buy
1,013,700
+57,800
+6% +$523K 0.01% 1507
2019
Q1 		$7.73M Buy
955,900
+74,700
+8% +$667K 0.01% 1526
2018
Q4 		$7.62M Sell
881,200
-15,100
-2% -$147K 0.01% 1468
2018
Q3 		$8.55M Buy
896,300
+72,400
+9% +$670K 0.01% 1457
2018
Q2 		$7.59M Buy
823,900
+63,200
+8% +$606K 0.01% 1517
2018
Q1 		$8.47M Buy
760,700
+13,500
+2% +$153K 0.01% 1468
2017
Q4 		$7.97M Buy
747,200
+52,800
+8% +$592K 0.01% 1519
2017
Q3 		$7.56M Buy
694,400
+37,800
+6% +$386K 0.01% 1500
2017
Q2 		$6.67M Buy
656,600
+52,200
+9% +$498K 0.01% 1515
2017
Q1 		$5.95M Buy
604,400
+49,800
+9% +$505K 0.01% 1565
2016
Q4 		$6.16M Buy
554,600
+16,300
+3% +$146K 0.01% 1532
2016
Q3 		$4.14M Buy
538,300
+68,200
+15% +$526K 0.01% 1721
2016
Q2 		$3.58M Buy
470,100
+45,000
+11% +$383K 0.01% 1830
2016
Q1 		$3.21M Buy
425,100
+58,900
+16% +$413K 0.01% 1935
2015
Q4 		$3.15M Buy
366,200
+40,000
+12% +$368K 0.01% 1807
2015
Q3 		$2.9M Buy
326,200
+17,593
+6% +$175K 0.01% 1750
2015
Q2 		$3.41M Sell
308,607
-34,893
-10% -$328K 0.01% 1692
2015
Q1 		$3.15M Sell
343,500
-582
-0.2% -$5.01K 0.01% 1664
2014
Q4 		$3.25M Buy
344,082
+83,082
+32% +$784K 0.01% 1529
2014
Q3 		$2.49M Sell
261,000
-3,356
-1% -$34.7K 0.01% 1553
2014
Q2 		$2.95M Buy
264,356
+2,523
+1% +$26.9K 0.01% 1523
2014
Q1 		$3.08M Buy
261,833
+116,333
+80% +$1.32M 0.01% 1538
2013
Q4 		$1.71M Buy
145,500
+23,400
+19% +$198K ﹤0.01% 1833
2013
Q3 		$828K Sell
122,100
-8,700
-7% -$59.7K ﹤0.01% 2090
2013
Q2 		$853K Buy
+130,800
New +$825K ﹤0.01% 2002

Jim Simons's PZN Position: Q4 2022 in Review

Jim Simons sold out of Pzena Investment Management, Inc. Class A (PZN) in Q4 2022, closing a stake of 717,050 shares — an estimated $6.8M sold.

Jim Simons first reported a position in PZN in Q2 2013 and held it in 38 quarters. The position peaked at $9.54M in Q2 2021. 0 funds tracked by Wall St. Rank hold PZN as of Q4 2022.

  • Jim Simons reported no remaining Pzena Investment Management, Inc. Class A position as of Q4 2022 after selling out during the quarter.
  • Jim Simons sold 717,050 Pzena Investment Management, Inc. Class A shares in Q4 2022, an estimated $6.8M.
  • Jim Simons first reported a position in Pzena Investment Management, Inc. Class A in Q2 2013 and held it in 38 quarters.
  • Jim Simons's Pzena Investment Management, Inc. Class A position peaked at $9.54M in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Pzena Investment Management, Inc. Class A as of Q4 2022.

Based on Renaissance Technologies's 13F filing for Q4 2022, filed 13 Feb 2023.