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Plato Investment Management’s Beazer Homes USA BZH Stock Holding History

Plato Investment Management’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
2024
Q3 		– Sell
-414
Closed -$11.4K – 551
2024
Q2 		$11.4K Hold
414
– – ﹤0.01% 447
2024
Q1 		$13.6K Hold
414
– – ﹤0.01% 427
2023
Q4 		$14K Buy
+414
New +$11.3K 0.02% 348

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Plato Investment Management's BZH Position: Q3 2024 in Review

Plato Investment Management sold out of Beazer Homes USA (BZH) in Q3 2024, closing a stake of 414 shares — an estimated $11.4K sold.

Plato Investment Management first reported a position in BZH in Q4 2023 and held it in 3 quarters. The position peaked at $14K in Q4 2023. 197 funds tracked by Wall St. Rank hold BZH as of Q3 2024.

  • Plato Investment Management reported no remaining Beazer Homes USA position as of Q3 2024 after selling out during the quarter.
  • Plato Investment Management sold 414 Beazer Homes USA shares in Q3 2024, an estimated $11.4K.
  • Plato Investment Management first reported a position in Beazer Homes USA in Q4 2023 and held it in 3 quarters.
  • Plato Investment Management's Beazer Homes USA position peaked at $14K in Q4 2023.
  • 197 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2024.

Based on Plato Investment Management's 13F filing for Q3 2024, filed 6 Nov 2024.