Optimize Financial’s Beazer Homes USA BZH Stock Holding History

Optimize Financial’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	–	Sell	-17,154	Closed	-$471K	–	232
2024 Q4	$471K	Buy	+17,154	New	+$548K	0.35%	81

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

MRCM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimize Financial's BZH Position: Q1 2025 in Review

Optimize Financial sold out of Beazer Homes USA (BZH) in Q1 2025, closing a stake of 17,154 shares — an estimated $471K sold.

Optimize Financial first reported a position in BZH in Q4 2024 and held it in 1 quarter. The position peaked at $471K in Q4 2024. 196 funds tracked by Wall St. Rank hold BZH as of Q1 2025.

Optimize Financial reported no remaining Beazer Homes USA position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 17,154 Beazer Homes USA shares in Q1 2025, an estimated $471K.
Optimize Financial first reported a position in Beazer Homes USA in Q4 2024 and held it in 1 quarter.
Optimize Financial's Beazer Homes USA position peaked at $471K in Q4 2024.
196 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.