MassMutual Private Wealth & Trust’s Beazer Homes USA BZH Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	–	Sell	-15	Closed	-$306	–	2366
2025 Q1	$306	Buy	+15	New	+$360	﹤0.01%	2274
2015 Q4	–	Sell	-56	Closed	-$940	–	835
2015 Q3	$940	Hold	56	–	–	﹤0.01%	757
2015 Q2	$1.18K	Hold	56	–	–	﹤0.01%	666
2015 Q1	$992	Buy	+56	New	+$954	﹤0.01%	663
2014 Q4	–	Sell	-56	Closed	-$940	–	619
2014 Q3	$940	Buy	+56	New	+$1.03K	﹤0.01%	728

Other funds holding BZH

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

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's BZH Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of Beazer Homes USA (BZH) in Q2 2025, closing a stake of 15 shares — an estimated $306 sold.

MassMutual Private Wealth & Trust first reported a position in BZH in Q3 2014 and held it in 5 quarters. The position peaked at $1.18K in Q2 2015. 198 funds tracked by Wall St. Rank hold BZH as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining Beazer Homes USA position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 15 Beazer Homes USA shares in Q2 2025, an estimated $306.
MassMutual Private Wealth & Trust first reported a position in Beazer Homes USA in Q3 2014 and held it in 5 quarters.
MassMutual Private Wealth & Trust's Beazer Homes USA position peaked at $1.18K in Q2 2015.
198 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.