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User

Richard Pzena

Pzena Investment Management

Richard Pzena AT&T Inc stake

total: 584

Pzena Investment Management T trades

Total transactions:
16
New positions:
1
Sold out:
1
Added:
8
Reduced:
6
Held since:
2015 Q2
Held for:
21 quarters
Latest activity:
2020 Q3
According to 2026 Q2 report, Richard Pzena doesn't hold any AT&T Inc (T) shares. To date, the estimated cost basis is nearly $33.38 for "buy" trades and estimated average "sell" price is $29.96. Pzena Investment Management first purchased T in 2015 Q2, initially acquiring 823,058 shares. Since the initial investment in AT&T Inc (T), Pzena Investment Management has made 15 more transactions.

When did Richard Pzena sell AT&T Inc (T)?

Richard Pzena sold off the entire AT&T Inc (T) position in 2020 Q3.

When did Richard Pzena buy AT&T Inc (T)?

Richard Pzena first invested in AT&T Inc (T) in 2015 Q2 at the reported quarter-end price of $35.52 per share.

What's the cost basis of Pzena Investment Management's T stake?

The estimated cost basis for AT&T Inc (T) stake is around $33.38 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$33.38
Weighted AVG sell price:
$29.96

Richard Pzena's historical trades in AT&T Inc

16 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2020 Q3
0.00%
$30.23
-100% (-741,746)
2020 Q2
0.15%
$30.23
-40.88% (-512,940)
2020 Q1
0.28%
$29.15
-27.23% (-469,507)
2019 Q4
0.31%
$39.08
-0.03% (-458)
2019 Q2
0.30%
$33.51
-0.06% (-1,108)
2019 Q1
0.29%
$31.36
+103.52% (+877,807)
2018 Q3
0.14%
$33.58
+0.01% (+69)
2018 Q2
0.14%
$32.11
+2.56% (+21,135)
2018 Q1
0.15%
$35.65
+0.25% (+2,083)
2017 Q3
0.17%
$39.17
+0.07% (+580)
2017 Q2
0.17%
$37.73
+0.03% (+258)
2017 Q1
0.19%
$41.55
-0.03% (-238)
2016 Q4
0.20%
$42.53
+0.01% (+72)
2016 Q3
0.20%
$40.61
-0.26% (-2,165)
2016 Q2
0.22%
$43.21
+0.38% (+3,100)
2015 Q2
0.16%
$35.52
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.