Pzena Investment Management LLC Buys Edison International, Amdocs, Skechers USA Inc, Sells Morgan Stanley, Viatris Inc, Ford Motor Co

New York, NY, based Investment company Pzena Investment Management LLC (Current Portfolio) buys Edison International, Amdocs, Skechers USA Inc, Westinghouse Air Brake Technologies Corp, Technip Energies NV, sells Morgan Stanley, Viatris Inc, Ford Motor Co, Avis Budget Group Inc, Goldman Sachs Group Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Pzena Investment Management LLC. As of 2021Q1, Pzena Investment Management LLC owns 170 stocks with a total value of $24.6 billion. These are the details of the buys and sells.

For the details of Richard Pzena's stock buys and sells, go to https://www.gurufocus.com/guru/richard+pzena/current-portfolio/portfolio

These are the top 5 holdings of Richard Pzena
  1. General Electric Co (GE) - 84,996,298 shares, 4.54% of the total portfolio. Shares reduced by 5.41%
  2. Lear Corp (LEA) - 4,649,740 shares, 3.42% of the total portfolio. Shares added by 0.92%
  3. American International Group Inc (AIG) - 17,730,392 shares, 3.33% of the total portfolio. Shares added by 1.50%
  4. Cognizant Technology Solutions Corp (CTSH) - 10,193,327 shares, 3.24% of the total portfolio. Shares added by 18.69%
  5. Wells Fargo & Co (WFC) - 20,176,158 shares, 3.20% of the total portfolio. Shares reduced by 1.48%
New Purchase: Skechers USA Inc (SKX)

Pzena Investment Management LLC initiated holding in Skechers USA Inc. The purchase prices were between $34.48 and $43, with an estimated average price of $37.73. The stock is now traded at around $49.590000. The impact to a portfolio due to this purchase was 0.66%. The holding were 3,891,341 shares as of 2021-03-31.

New Purchase: Technip Energies NV (THNPY)

Pzena Investment Management LLC initiated holding in Technip Energies NV. The purchase prices were between $12.37 and $17.61, with an estimated average price of $14.65. The stock is now traded at around $14.730000. The impact to a portfolio due to this purchase was 0.26%. The holding were 4,322,016 shares as of 2021-03-31.

New Purchase: MRC Global Inc (MRC)

Pzena Investment Management LLC initiated holding in MRC Global Inc. The purchase prices were between $6.41 and $9.98, with an estimated average price of $8.51. The stock is now traded at around $11.670000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,913,515 shares as of 2021-03-31.

New Purchase: Merck & Co Inc (MRK)

Pzena Investment Management LLC initiated holding in Merck & Co Inc. The purchase prices were between $72.17 and $85, with an estimated average price of $77.27. The stock is now traded at around $78.410000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 8,546 shares as of 2021-03-31.

New Purchase: PerkinElmer Inc (PKI)

Pzena Investment Management LLC initiated holding in PerkinElmer Inc. The purchase prices were between $120.35 and $160.53, with an estimated average price of $138.72. The stock is now traded at around $140.970000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 3,473 shares as of 2021-03-31.

New Purchase: T-Mobile US Inc (TMUS)

Pzena Investment Management LLC initiated holding in T-Mobile US Inc. The purchase prices were between $117.91 and $135.06, with an estimated average price of $125.96. The stock is now traded at around $139.120000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 5,539 shares as of 2021-03-31.

Added: Edison International (EIX)

Pzena Investment Management LLC added to a holding in Edison International by 65.29%. The purchase prices were between $53.99 and $63.2, with an estimated average price of $58.69. The stock is now traded at around $58.580000. The impact to a portfolio due to this purchase was 1.25%. The holding were 13,287,086 shares as of 2021-03-31.

Added: Amdocs Ltd (DOX)

Pzena Investment Management LLC added to a holding in Amdocs Ltd by 1233.71%. The purchase prices were between $69.34 and $82.16, with an estimated average price of $75.58. The stock is now traded at around $76.820000. The impact to a portfolio due to this purchase was 1.17%. The holding were 4,468,489 shares as of 2021-03-31.

Added: Westinghouse Air Brake Technologies Corp (WAB)

Pzena Investment Management LLC added to a holding in Westinghouse Air Brake Technologies Corp by 25.48%. The purchase prices were between $72.06 and $83.7, with an estimated average price of $77.66. The stock is now traded at around $81.870000. The impact to a portfolio due to this purchase was 0.54%. The holding were 8,220,976 shares as of 2021-03-31.

Added: Trip.com Group Ltd (TCOM)

Pzena Investment Management LLC added to a holding in Trip.com Group Ltd by 21.61%. The purchase prices were between $31.15 and $44.57, with an estimated average price of $37.03. The stock is now traded at around $39.220000. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,990,266 shares as of 2021-03-31.

Added: First Midwest Bancorp Inc (FMBI)

Pzena Investment Management LLC added to a holding in First Midwest Bancorp Inc by 46.02%. The purchase prices were between $16.03 and $23.93, with an estimated average price of $19.51. The stock is now traded at around $21.300000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,858,960 shares as of 2021-03-31.

Added: American Equity Investment Life Holding Co (AEL)

Pzena Investment Management LLC added to a holding in American Equity Investment Life Holding Co by 52.47%. The purchase prices were between $26.72 and $32.46, with an estimated average price of $29.78. The stock is now traded at around $31.680000. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,258,504 shares as of 2021-03-31.

Sold Out: Realogy Holdings Corp (RLGY)

Pzena Investment Management LLC sold out a holding in Realogy Holdings Corp. The sale prices were between $13.09 and $18.25, with an estimated average price of $15.92.

Sold Out: SPDR S&P Regional Banking ETF (KRE)

Pzena Investment Management LLC sold out a holding in SPDR S&P Regional Banking ETF. The sale prices were between $51.46 and $70.75, with an estimated average price of $62.15.

Sold Out: Schlumberger Ltd (SLB)

Pzena Investment Management LLC sold out a holding in Schlumberger Ltd. The sale prices were between $21.81 and $29.95, with an estimated average price of $26.33.

Sold Out: iShares Russell 1000 Value ETF (IWD)

Pzena Investment Management LLC sold out a holding in iShares Russell 1000 Value ETF. The sale prices were between $134.33 and $152.5, with an estimated average price of $144.13.

Sold Out: VanEck Vectors Oil Services ETF (OIH)

Pzena Investment Management LLC sold out a holding in VanEck Vectors Oil Services ETF. The sale prices were between $156.79 and $226.6, with an estimated average price of $188.43.

Sold Out: Consolidated Edison Inc (ED)

Pzena Investment Management LLC sold out a holding in Consolidated Edison Inc. The sale prices were between $65.65 and $75.45, with an estimated average price of $70.36.

Reduced: Morgan Stanley (MS)

Pzena Investment Management LLC reduced to a holding in Morgan Stanley by 33.38%. The sale prices were between $67.05 and $84.34, with an estimated average price of $76.61. The stock is now traded at around $87.700000. The impact to a portfolio due to this sale was -0.54%. Pzena Investment Management LLC still held 3,318,998 shares as of 2021-03-31.

Reduced: Viatris Inc (VTRS)

Pzena Investment Management LLC reduced to a holding in Viatris Inc by 32.9%. The sale prices were between $13.59 and $18.54, with an estimated average price of $16.33. The stock is now traded at around $14.060000. The impact to a portfolio due to this sale was -0.5%. Pzena Investment Management LLC still held 11,467,520 shares as of 2021-03-31.



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