Covestor’s Beazer Homes USA BZH Stock Holding History

Covestor’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	$1K	Sell	33 -4	-11%	-$92	﹤0.01%	1985
2025 Q4	$1K	Sell	37 -8	-18%	-$178	﹤0.01%	1998
2025 Q3	$1K	Sell	45 -10	-18%	-$246	﹤0.01%	2024
2025 Q2	$1K	Buy	55 +12	+28%	+$249	﹤0.01%	1945
2025 Q1	$1K	Buy	43 +3	+8%	+$72	﹤0.01%	1932
2024 Q4	$1K	Sell	40 -4	-9%	-$128	﹤0.01%	1992
2024 Q3	$2K	Buy	44 +4	+10%	+$123	﹤0.01%	1794
2024 Q2	$1K	Buy	40 +13	+48%	+$369	﹤0.01%	1944
2024 Q1	$1K	Sell	27 -31	-53%	-$958	﹤0.01%	1918
2023 Q4	$2K	Buy	58 +1	+2%	+$27	﹤0.01%	1828
2023 Q3	$1K	Sell	57 -70	-55%	-$2.02K	﹤0.01%	1895
2023 Q2	$4K	Sell	127 -259	-67%	-$5.28K	﹤0.01%	1718
2023 Q1	$6K	Sell	386 -88	-19%	-$1.3K	0.01%	1499
2022 Q4	$6K	Buy	474 +92	+24%	+$1.12K	﹤0.01%	1502
2022 Q3	$4K	Buy	+382	New	+$5.24K	﹤0.01%	1529

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