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Sumitomo Mitsui DS Asset Management’s Beazer Homes USA BZH Stock Holding History

Sumitomo Mitsui DS Asset 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
Q1 		– Sell
-739,000
Closed -$25M – 775
2023
Q4 		$25M Buy
+739,000
New +$20.2M 0.33% 65

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's BZH Position: Q1 2024 in Review

Sumitomo Mitsui DS Asset Management sold out of Beazer Homes USA (BZH) in Q1 2024, closing a stake of 739,000 shares — an estimated $25M sold.

Sumitomo Mitsui DS Asset Management first reported a position in BZH in Q4 2023 and held it in 1 quarter. The position peaked at $25M in Q4 2023. 172 funds tracked by Wall St. Rank hold BZH as of Q1 2024.

  • Sumitomo Mitsui DS Asset Management reported no remaining Beazer Homes USA position as of Q1 2024 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 739,000 Beazer Homes USA shares in Q1 2024, an estimated $25M.
  • Sumitomo Mitsui DS Asset Management first reported a position in Beazer Homes USA in Q4 2023 and held it in 1 quarter.
  • Sumitomo Mitsui DS Asset Management's Beazer Homes USA position peaked at $25M in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2024.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2024, filed 2 May 2024.