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FWL Investment Management’s Beazer Homes USA BZH Stock Holding History

FWL Investment Management’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
2022
Q1 		– Sell
-43,796
Closed -$1.02M – 46
2021
Q4 		$1.02M Sell
43,796
-19,915
-31% -$400K 0.62% 32
2021
Q3 		$1.1M Sell
63,711
-23,485
-27% -$420K 0.69% 31
2021
Q2 		$1.68M Sell
87,196
-90,465
-51% -$1.99M 1.02% 29
2021
Q1 		$3.72M Sell
177,661
-21,395
-11% -$394K 2.5% 19
2020
Q4 		$3.02M Buy
+199,056
New +$2.86M 2.31% 19

Other funds holding BZH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
TIM
Timelo Investment Management Aurora, Ontario, Canada $349M AUM 28.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

FWL Investment Management's BZH Position: Q1 2022 in Review

FWL Investment Management sold out of Beazer Homes USA (BZH) in Q1 2022, closing a stake of 43,796 shares — an estimated $1.02M sold.

FWL Investment Management first reported a position in BZH in Q4 2020 and held it in 5 quarters. The position peaked at $3.72M in Q1 2021. 137 funds tracked by Wall St. Rank hold BZH as of Q1 2022.

  • FWL Investment Management reported no remaining Beazer Homes USA position as of Q1 2022 after selling out during the quarter.
  • FWL Investment Management sold 43,796 Beazer Homes USA shares in Q1 2022, an estimated $1.02M.
  • FWL Investment Management first reported a position in Beazer Homes USA in Q4 2020 and held it in 5 quarters.
  • FWL Investment Management's Beazer Homes USA position peaked at $3.72M in Q1 2021.
  • 137 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2022.

Based on FWL Investment Management's 13F filing for Q1 2022, filed 11 May 2022.