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 $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

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

Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Timelo Investment Management Aurora, Ontario, Canada $73M AUM 23.73% 1-Year Est. Return