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

Hillsdale 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
2018
Q2 		– Sell
-67,400
Closed -$1.07M – 499
2018
Q1 		$1.07M Buy
67,400
+6,500
+11% +$115K 0.15% 145
2017
Q4 		$1.17M Buy
+60,900
New +$1.22M 0.19% 140

Other funds holding BZH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hillsdale Investment Management's BZH Position: Q2 2018 in Review

Hillsdale Investment Management sold out of Beazer Homes USA (BZH) in Q2 2018, closing a stake of 67,400 shares — an estimated $1.07M sold.

Hillsdale Investment Management first reported a position in BZH in Q4 2017 and held it in 2 quarters. The position peaked at $1.17M in Q4 2017. 128 funds tracked by Wall St. Rank hold BZH as of Q2 2018.

  • Hillsdale Investment Management reported no remaining Beazer Homes USA position as of Q2 2018 after selling out during the quarter.
  • Hillsdale Investment Management sold 67,400 Beazer Homes USA shares in Q2 2018, an estimated $1.07M.
  • Hillsdale Investment Management first reported a position in Beazer Homes USA in Q4 2017 and held it in 2 quarters.
  • Hillsdale Investment Management's Beazer Homes USA position peaked at $1.17M in Q4 2017.
  • 128 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2018.

Based on Hillsdale Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.