Schwarz Dygos Wheeler Investment Advisors’s Beazer Homes USA BZH Stock Holding History

Schwarz Dygos Wheeler Investment 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 Q2	–	Sell	-40,000	Closed	-$609K	–	132
2022 Q1	$609K	Hold	40,000	–	–	0.21%	71
2021 Q4	$929K	Hold	40,000	–	–	0.31%	56
2021 Q3	$690K	Hold	40,000	–	–	0.25%	65
2021 Q2	$772K	Hold	40,000	–	–	0.28%	63
2021 Q1	$837K	Hold	40,000	–	–	0.35%	57
2020 Q4	$606K	Hold	40,000	–	–	0.29%	53
2020 Q3	$528K	Buy	+40,000	New	+$467K	0.3%	58

Other funds holding BZH

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

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

TIM

Timelo Investment Management Aurora, Ontario, Canada $127M AUM 23.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's BZH Position: Q2 2022 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Beazer Homes USA (BZH) in Q2 2022, closing a stake of 40,000 shares — an estimated $609K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in BZH in Q3 2020 and held it in 7 quarters. The position peaked at $929K in Q4 2021. 139 funds tracked by Wall St. Rank hold BZH as of Q2 2022.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Beazer Homes USA position as of Q2 2022 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 40,000 Beazer Homes USA shares in Q2 2022, an estimated $609K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Beazer Homes USA in Q3 2020 and held it in 7 quarters.
Schwarz Dygos Wheeler Investment Advisors's Beazer Homes USA position peaked at $929K in Q4 2021.
139 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2022.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.