SGI
BZH icon

Summit Global Investments’s Beazer Homes USA BZH Stock Holding History

Summit Global Investments’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
-14,467
Closed -$397K – 450
2024
Q4 		$397K Sell
14,467
-26,200
-64% -$837K 0.02% 404
2024
Q3 		$1.39M Sell
40,667
-2,695
-6% -$83K 0.09% 184
2024
Q2 		$1.19M Buy
43,362
+1,841
+4% +$52.2K 0.08% 207
2024
Q1 		$1.36M Sell
41,521
-7,895
-16% -$244K 0.1% 158
2023
Q4 		$1.67M Sell
49,416
-3,748
-7% -$102K 0.11% 139
2023
Q3 		$1.32M Buy
53,164
+45,672
+610% +$1.32M 0.09% 169
2023
Q2 		$212K Sell
7,492
-12,308
-62% -$251K 0.01% 502
2023
Q1 		$314K Buy
+19,800
New +$293K 0.02% 417
2022
Q2 		– Sell
-41,700
Closed -$635K – 471
2022
Q1 		$635K Buy
+41,700
New +$740K 0.05% 294

Other funds holding BZH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return