Mutual Advisors’s Beazer Homes USA BZH Stock Holding History

Mutual Advisors’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 Q4	–	Sell	-39,080	Closed	-$378K	–	920
2022 Q3	$378K	Hold	39,080	–	–	0.02%	643
2022 Q2	$472K	Buy	39,080 +11,000	+39%	+$161K	0.03%	551
2022 Q1	$427K	Hold	28,080	–	–	0.02%	619
2021 Q4	$652K	Hold	28,080	–	–	0.03%	501
2021 Q3	$484K	Hold	28,080	–	–	0.03%	549
2021 Q2	$542K	Hold	28,080	–	–	0.03%	503
2021 Q1	$587K	Sell	28,080 -33,530	-54%	-$618K	0.04%	448
2020 Q4	$933K	Buy	61,610 +11,830	+24%	+$170K	0.07%	325
2020 Q3	$657K	Buy	+49,780	New	+$582K	0.06%	355
2020 Q2	–	Sell	-100,200	Closed	-$645K	–	651
2020 Q1	$645K	Hold	100,200	–	–	0.09%	242
2019 Q4	$1.42M	Sell	100,200 -1,400	-1%	-$21.2K	0.15%	167
2019 Q3	$1.51M	Hold	101,600	–	–	0.2%	124
2019 Q2	$976K	Hold	101,600	–	–	0.13%	206
2019 Q1	$1.17M	Buy	101,600 +10,800	+12%	+$129K	0.17%	142
2018 Q4	$861K	Buy	90,800 +10,400	+13%	+$103K	0.17%	151
2018 Q3	$844K	Buy	+80,400	New	+$1.06M	0.13%	196

Other funds holding BZH

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

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

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

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TIM

Timelo Investment Management Aurora, Ontario, Canada $349M AUM 28.06% 1-Year Est. Return

Mutual Advisors's BZH Position: Q4 2022 in Review

Mutual Advisors sold out of Beazer Homes USA (BZH) in Q4 2022, closing a stake of 39,080 shares — an estimated $378K sold.

Mutual Advisors first reported a position in BZH in Q3 2018 and held it in 16 quarters. The position peaked at $1.51M in Q3 2019. 148 funds tracked by Wall St. Rank hold BZH as of Q4 2022.

Mutual Advisors reported no remaining Beazer Homes USA position as of Q4 2022 after selling out during the quarter.
Mutual Advisors sold 39,080 Beazer Homes USA shares in Q4 2022, an estimated $378K.
Mutual Advisors first reported a position in Beazer Homes USA in Q3 2018 and held it in 16 quarters.
Mutual Advisors's Beazer Homes USA position peaked at $1.51M in Q3 2019.
148 funds tracked by Wall St. Rank held Beazer Homes USA as of Q4 2022.

Based on Mutual Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.