Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Johnson Controls (JCN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2007   Q4 0 0.00 Sell 100.00% 0.02 SEC
2007   Q3 37,075 0.02 Reduce 7.02% <0.01 $118.11 $4,379,000 SEC
2007   Q2 39,875 0.02 Buy 0.02 $115.76 $4,616,000 SEC
2007   Q1 0 0.00 Sell 100.00% 1.65 SEC
2006   Q4 4,510,880 1.65 Add 2.33% 0.04 $85.92 $387,575,000 SEC
2006   Q3 4,408,130 1.54 Add 6.47% 0.09 $71.74 $316,239,000 SEC
2006   Q2 4,140,163 1.93 Reduce 28.01% 0.73 $82.22 $340,404,000 SEC
2006   Q1 5,750,688 2.60 Reduce 2.60% 0.09 $75.93 $436,650,000 SEC
2005   Q4 5,904,363 3.30 Reduce 19.71% 0.74 $72.91 $430,487,000 SEC
2005   Q3 7,353,750 3.77 Add 74.26% 1.61 $62.05 $456,300,000 SEC
2005   Q2 4,220,000 2.27 Add 40.51% 0.65 $56.33 $237,713,000 SEC
2005   Q1 3,003,350 1.72 Add 64.31% 0.67 $55.76 $167,467,000 SEC
2004   Q4 1,827,875 1.33 Add 36.27% 0.35 $63.44 $115,960,000 SEC
2004   Q3 1,341,325 1.11 Add 61.28% 0.42 $56.81 $76,201,000 SEC
2004   Q2 831,675 0.75 Add 150.18% 0.45 $53.38 $44,395,000 SEC
2004   Q1 332,425 0.39 Add 45.67% 0.12 $59.15 $19,663,000 SEC
2003   Q4 228,200 0.27 Add 381.18% 0.21 $58.06 $13,249,000 SEC
2003   Q3 47,425 0.13 Add 38.77% 0.04 $94.59 $4,486,000 SEC
2003   Q2 34,175 0.10 Add 116.30% 0.05 $85.59 $2,925,000 SEC
2003   Q1 15,800 0.05 Add 17.25% <0.01 $72.47 $1,145,000 SEC
2002   Q4 13,475 0.04 Buy 0.04 $80.15 $1,080,000 SEC