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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Global Investments's BZH Position: Q1 2025 in Review

Summit Global Investments sold out of Beazer Homes USA (BZH) in Q1 2025, closing a stake of 14,467 shares — an estimated $397K sold.

Summit Global Investments first reported a position in BZH in Q1 2022 and held it in 9 quarters. The position peaked at $1.67M in Q4 2023. 196 funds tracked by Wall St. Rank hold BZH as of Q1 2025.

Summit Global Investments reported no remaining Beazer Homes USA position as of Q1 2025 after selling out during the quarter.
Summit Global Investments sold 14,467 Beazer Homes USA shares in Q1 2025, an estimated $397K.
Summit Global Investments first reported a position in Beazer Homes USA in Q1 2022 and held it in 9 quarters.
Summit Global Investments's Beazer Homes USA position peaked at $1.67M in Q4 2023.
196 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.