Top 5 3rd Quarter Trades of Richard Pzena

Author's Avatar
insider
Nov 04, 2022
Article's Main Image

Richard Pzena recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

Richard Pzena (Trades, Portfolio) is the founder and Co-Chief Investment Officer of Pzena Investment Management, LLC. Pzena started the firm in 1995. He earned a BS summa cum laude from the Wharton School in 1979 and an MBA from the University of Pennsylvania in 1980.

As of the latest 13F report, the guru’s equity portfolio contained 175 stocks valued at a total of $20.14Bil. The top holdings were GE(4.23%), LEA(4.08%), and CTSH(4.07%).

According to GuruFocus data, these were

Richard Pzena (Trades, Portfolio)’s top five trades of the quarter.

McKesson Corp


Richard Pzena (Trades, Portfolio) reduced their investment in NYSE:MCK by 712,301 shares. The trade had a 1.04% impact on the equity portfolio. During the quarter, the stock traded for an average price of $347.15.

On 11/04/2022, McKesson Corp traded for a price of $396.65 per share and a market cap of $56.24Bil. The stock has returned 78.67% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, McKesson Corp has a price-earnings ratio of 28.11, a EV-to-Ebitda ratio of 15.15 and a price-sales ratio of 0.22.

The price-to-GF Value ratio is 1.61, earning the stock a GF Value rank of 1.

SS&C Technologies Holdings Inc


During the quarter,

Richard Pzena (Trades, Portfolio) bought 1,772,233 shares of NAS:SSNC for a total holding of 10,688,624. The trade had a 0.42% impact on the equity portfolio. During the quarter, the stock traded for an average price of $57.58.

On 11/04/2022, SS&C Technologies Holdings Inc traded for a price of $48.98 per share and a market cap of $12.49Bil. The stock has returned -36.04% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, SS&C Technologies Holdings Inc has a price-earnings ratio of 18.77, a price-book ratio of 2.18, a price-earnings-to-growth (PEG) ratio of 0.72, a EV-to-Ebitda ratio of 10.71 and a price-sales ratio of 2.47.

The price-to-GF Value ratio is 0.67, earning the stock a GF Value rank of 10.

Exxon Mobil Corp


Richard Pzena (Trades, Portfolio) reduced their investment in NYSE:XOM by 1,059,549 shares. The trade had a 0.41% impact on the equity portfolio. During the quarter, the stock traded for an average price of $91.3.

On 11/04/2022, Exxon Mobil Corp traded for a price of $112.31 per share and a market cap of $462.53Bil. The stock has returned 79.83% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Exxon Mobil Corp has a price-earnings ratio of 9.17, a price-book ratio of 2.49, a price-earnings-to-growth (PEG) ratio of 45.85, a EV-to-Ebitda ratio of 4.92 and a price-sales ratio of 1.24.

The price-to-GF Value ratio is 1.06, earning the stock a GF Value rank of 3.

Amdocs Ltd


Richard Pzena (Trades, Portfolio) reduced their investment in NAS:DOX by 726,402 shares. The trade had a 0.27% impact on the equity portfolio. During the quarter, the stock traded for an average price of $84.71.

On 11/04/2022, Amdocs Ltd traded for a price of $81.6 per share and a market cap of $9.95Bil. The stock has returned 10.70% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Amdocs Ltd has a price-earnings ratio of 18.72, a price-book ratio of 2.82, a price-earnings-to-growth (PEG) ratio of 1.75, a EV-to-Ebitda ratio of 8.78 and a price-sales ratio of 2.23.

The price-to-GF Value ratio is 0.95, earning the stock a GF Value rank of 5.

Avnet Inc


Richard Pzena (Trades, Portfolio) reduced their investment in NAS:AVT by 1,399,875 shares. The trade had a 0.27% impact on the equity portfolio. During the quarter, the stock traded for an average price of $43.03.

On 11/04/2022, Avnet Inc traded for a price of $41.34 per share and a market cap of $3.78Bil. The stock has returned 8.41% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Avnet Inc has a price-earnings ratio of 5.31, a price-book ratio of 0.95, a price-earnings-to-growth (PEG) ratio of 0.42, a EV-to-Ebitda ratio of 5.11 and a price-sales ratio of 0.15.

The price-to-GF Value ratio is 0.83, earning the stock a GF Value rank of 7.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!

This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.

Also check out:
    Rating:
    0 / 5 (0 votes)
    Author's Avatar
    WRITTEN BY

    Request A Demo

    Learn more about GuruFocus' key features, including All-In-One Screener, backtesting, 30-year financial, stock summary page, guru trades, insider trades, excel Add-in, google sheets and much more.

    GuruFocus Screeners

    Related Articles