Principal Financial Group
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Principal Financial Group’s Beazer Homes USA BZH Stock Holding History

Principal Financial Group’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
-20,505
Closed -$563K – 2256
2024
Q2 		$563K Buy
20,505
+1,771
+9% +$50.2K ﹤0.01% 1925
2024
Q1 		$614K Buy
18,734
+8,563
+84% +$265K ﹤0.01% 1941
2023
Q4 		$344K Buy
10,171
+1,055
+12% +$28.8K ﹤0.01% 2031
2023
Q3 		$227K Buy
+9,116
New +$263K ﹤0.01% 2128
2023
Q1 		– Sell
-10,117
Closed -$129K – 2469
2022
Q4 		$129K Buy
+10,117
New +$123K ﹤0.01% 2261

Other funds holding BZH

BlackRock
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
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

Principal Financial Group's BZH Position: Q3 2024 in Review

Principal Financial Group sold out of Beazer Homes USA (BZH) in Q3 2024, closing a stake of 20,505 shares — an estimated $563K sold.

Principal Financial Group first reported a position in BZH in Q4 2022 and held it in 5 quarters. The position peaked at $614K in Q1 2024. 197 funds tracked by Wall St. Rank hold BZH as of Q3 2024.

  • Principal Financial Group reported no remaining Beazer Homes USA position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 20,505 Beazer Homes USA shares in Q3 2024, an estimated $563K.
  • Principal Financial Group first reported a position in Beazer Homes USA in Q4 2022 and held it in 5 quarters.
  • Principal Financial Group's Beazer Homes USA position peaked at $614K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.