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Richard Pzena

Pzena Investment Management

Richard Pzena PG&E Corp stake

total: 584

Pzena Investment Management PCG trades

Total transactions:
11
New positions:
1
Sold out:
1
Added:
5
Reduced:
4
Held since:
2015 Q2
Held for:
14 quarters
Latest activity:
2018 Q4
According to 2026 Q2 report, Richard Pzena doesn't hold any PG&E Corp (PCG) shares. To date, the estimated cost basis is nearly $46.14 for "buy" trades and estimated average "sell" price is $43.98. Pzena Investment Management first purchased PCG in 2015 Q2, initially acquiring 265,783 shares. Since the initial investment in PG&E Corp (PCG), Pzena Investment Management has made 10 more transactions.

When did Richard Pzena sell PG&E Corp (PCG)?

Richard Pzena sold off the entire PG&E Corp (PCG) position in 2018 Q4.

When did Richard Pzena buy PG&E Corp (PCG)?

Richard Pzena first invested in PG&E Corp (PCG) in 2015 Q2 at the reported quarter-end price of $49.10 per share.

What's the cost basis of Pzena Investment Management's PCG stake?

The estimated cost basis for PG&E Corp (PCG) stake is around $46.14 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$46.14
Weighted AVG sell price:
$43.98

Richard Pzena's historical trades in PG&E Corp

11 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2018 Q4
0.00%
$45.97
-100% (-12,507)
2018 Q2
0.00%
$42.54
-21.02% (-3,329)
2018 Q1
0.00%
$43.95
-98.90% (-1,426,725)
2017 Q4
0.32%
$44.83
+360.87% (+1,129,551)
2017 Q1
0.12%
$66.36
+0.10% (+320)
2016 Q4
0.11%
$60.77
-0.03% (-92)
2016 Q3
0.12%
$61.17
+0.07% (+213)
2016 Q2
0.12%
$63.92
+0.00% (+8)
2016 Q1
0.11%
$59.72
+18.93% (+49,761)
2015 Q3
0.09%
$52.80
-1.12% (-2,983)
2015 Q2
0.07%
$49.10
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.