Lindbrook Capital’s Beazer Homes USA BZH Stock Holding History

Lindbrook Capital’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
2025 Q1	$9.4K	Buy	461 +98	+27%	+$2.35K	﹤0.01%	1680
2024 Q4	$9.97K	Sell	363 -43	-11%	-$1.37K	﹤0.01%	1649
2024 Q3	$13.9K	Buy	406 +80	+25%	+$2.46K	﹤0.01%	1504
2024 Q2	$8.96K	Sell	326 -2	-0.6%	-$57	﹤0.01%	1684
2024 Q1	$10.8K	Buy	328 +2	+0.6%	+$62	﹤0.01%	1530
2023 Q4	$11K	Sell	326 -150	-32%	-$4.1K	﹤0.01%	1502
2023 Q3	$11.9K	Buy	476 +159	+50%	+$4.59K	﹤0.01%	1322
2023 Q2	$8.97K	Buy	317 +163	+106%	+$3.32K	﹤0.01%	1531
2023 Q1	$2.45K	Buy	154 +60	+64%	+$889	﹤0.01%	2159
2022 Q4	$1.2K	Sell	94 -490	-84%	-$5.95K	﹤0.01%	2419
2022 Q3	$6K	Buy	584 +274	+88%	+$3.76K	﹤0.01%	1543
2022 Q2	$4K	Buy	310 +266	+605%	+$3.89K	﹤0.01%	1621
2022 Q1	$1K	Buy	+44	New	+$781	﹤0.01%	2183
2019 Q2	–	Sell	-617	Closed	-$7K	–	1403
2019 Q1	$7K	Hold	617	–	–	﹤0.01%	984
2018 Q4	$5K	Buy	+617	New	+$6.14K	﹤0.01%	999

Other funds holding BZH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

MRCM

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's BZH Position: Q1 2025 in Review

Lindbrook Capital increased its Beazer Homes USA (BZH) stake by 27% in Q1 2025, buying an estimated $2.35K and bringing the position to 461 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Lindbrook Capital first reported a position in BZH in Q4 2018 and has held it in 15 quarters since. The position peaked at $13.9K in Q3 2024. 196 funds tracked by Wall St. Rank hold BZH as of Q1 2025.

Lindbrook Capital held 461 shares of Beazer Homes USA worth $9.4K as of Q1 2025.
Lindbrook Capital bought 98 Beazer Homes USA shares in Q1 2025, an estimated $2.35K.
Beazer Homes USA made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1680 holding.
Lindbrook Capital first reported a position in Beazer Homes USA in Q4 2018 and has held it in 15 quarters since.
Lindbrook Capital's Beazer Homes USA position peaked at $13.9K in Q3 2024.
196 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.