Systematic Financial Management’s Beazer Homes USA BZH Stock Holding History

Systematic Financial 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 Q4	–	Sell	-5,339	Closed	-$182K	–	265
2024 Q3	$182K	Buy	+5,339	New	+$164K	﹤0.01%	317
2018 Q2	–	Sell	-26,125	Closed	-$417K	–	634
2018 Q1	$417K	Buy	26,125 +15	+0.1%	+$266	0.01%	592
2017 Q4	$502K	Sell	26,110 -10,205	-28%	-$205K	0.01%	577
2017 Q3	$681K	Sell	36,315 -369,566	-91%	-$5.62M	0.01%	568
2017 Q2	$5.57M	Sell	405,881 -3,416	-0.8%	-$44.2K	0.1%	241
2017 Q1	$4.96M	Buy	409,297 +128,818	+46%	+$1.65M	0.09%	249
2016 Q4	$3.73M	Buy	280,479 +59,789	+27%	+$739K	0.06%	311
2016 Q3	$2.57M	Buy	+220,690	New	+$2.25M	0.04%	319

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Systematic Financial Management's BZH Position: Q4 2024 in Review

Systematic Financial Management sold out of Beazer Homes USA (BZH) in Q4 2024, closing a stake of 5,339 shares — an estimated $182K sold.

Systematic Financial Management first reported a position in BZH in Q3 2016 and held it in 8 quarters. The position peaked at $5.57M in Q2 2017. 208 funds tracked by Wall St. Rank hold BZH as of Q4 2024.

Systematic Financial Management reported no remaining Beazer Homes USA position as of Q4 2024 after selling out during the quarter.
Systematic Financial Management sold 5,339 Beazer Homes USA shares in Q4 2024, an estimated $182K.
Systematic Financial Management first reported a position in Beazer Homes USA in Q3 2016 and held it in 8 quarters.
Systematic Financial Management's Beazer Homes USA position peaked at $5.57M in Q2 2017.
208 funds tracked by Wall St. Rank held Beazer Homes USA as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.