Amalgamated Bank’s Beazer Homes USA BZH Stock Holding History

Amalgamated Bank’s Portfolio BZH Stock Details BZH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-867	Closed	-$18K	–	1817
2025 Q4	$18K	Sell	867 -142	-14%	-$3.16K	﹤0.01%	2148
2025 Q3	$25K	Hold	1,009	–	–	﹤0.01%	2031
2025 Q2	$23K	Hold	1,009	–	–	﹤0.01%	2053
2025 Q1	$21K	Hold	1,009	–	–	﹤0.01%	2042
2024 Q4	$28K	Hold	1,009	–	–	﹤0.01%	1996
2024 Q3	$34K	Hold	1,009	–	–	﹤0.01%	1960
2024 Q2	$28K	Hold	1,009	–	–	﹤0.01%	2003
2024 Q1	$33K	Sell	1,009 -1,578	-61%	-$48.8K	﹤0.01%	1973
2023 Q4	$87K	Sell	2,587 -300	-10%	-$8.2K	﹤0.01%	2046
2023 Q3	$72K	Hold	2,887	–	–	﹤0.01%	2111
2023 Q2	$82K	Sell	2,887 -157	-5%	-$3.2K	﹤0.01%	2132
2023 Q1	$48K	Sell	3,044 -698	-19%	-$10.3K	﹤0.01%	2321
2022 Q4	$48K	Hold	3,742	–	–	﹤0.01%	2429
2022 Q3	$36K	Hold	3,742	–	–	﹤0.01%	2589
2022 Q2	$45K	Buy	3,742 +215	+6%	+$3.14K	﹤0.01%	2538
2022 Q1	$54K	Buy	+3,527	New	+$62.6K	﹤0.01%	2440

Other funds holding BZH

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return