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USA Financial Formulas’s Beazer Homes USA BZH Stock Holding History

USA Financial Formulas’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
-858
Closed -$29K – 319
2023
Q4 		$29K Buy
858
+841
+4,947% +$23K 0.01% 212
2023
Q3 		$423 Sell
17
-3
-15% -$87 ﹤0.01% 460
2023
Q2 		$566 Buy
+20
New +$408 ﹤0.01% 422
2017
Q3 		– Sell
-32,003
Closed -$439K – 257
2017
Q2 		$439K Buy
32,003
+9,602
+43% +$124K 0.11% 183
2017
Q1 		$272K Buy
+22,401
New +$288K 0.07% 221

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

USA Financial Formulas's BZH Position: Q1 2024 in Review

USA Financial Formulas sold out of Beazer Homes USA (BZH) in Q1 2024, closing a stake of 858 shares — an estimated $29K sold.

USA Financial Formulas first reported a position in BZH in Q1 2017 and held it in 5 quarters. The position peaked at $439K in Q2 2017. 172 funds tracked by Wall St. Rank hold BZH as of Q1 2024.

  • USA Financial Formulas reported no remaining Beazer Homes USA position as of Q1 2024 after selling out during the quarter.
  • USA Financial Formulas sold 858 Beazer Homes USA shares in Q1 2024, an estimated $29K.
  • USA Financial Formulas first reported a position in Beazer Homes USA in Q1 2017 and held it in 5 quarters.
  • USA Financial Formulas's Beazer Homes USA position peaked at $439K in Q2 2017.
  • 172 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2024.

Based on USA Financial Formulas's 13F filing for Q1 2024, filed 30 Apr 2024.