Wellington Management Group
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Wellington Management Group’s Beazer Homes USA BZH Stock Holding History

Wellington Management Group’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
2018
Q3 		– Sell
-27,369
Closed -$404K – 2217
2018
Q2 		$404K Buy
27,369
+12,092
+79% +$186K ﹤0.01% 2090
2018
Q1 		$243K Buy
15,277
+207
+1% +$3.67K ﹤0.01% 2142
2017
Q4 		$290K Buy
+15,070
New +$303K ﹤0.01% 2130
2017
Q2 		– Sell
-27,566
Closed -$335K – 2209
2017
Q1 		$335K Buy
+27,566
New +$354K ﹤0.01% 2136
2013
Q3 		– Sell
-27,565
Closed -$483K – 2174
2013
Q2 		$483K Buy
+27,565
New +$502K ﹤0.01% 1933

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
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group's BZH Position: Q3 2018 in Review

Wellington Management Group sold out of Beazer Homes USA (BZH) in Q3 2018, closing a stake of 27,369 shares — an estimated $404K sold.

Wellington Management Group first reported a position in BZH in Q2 2013 and held it in 5 quarters. The position peaked at $483K in Q2 2013. 120 funds tracked by Wall St. Rank hold BZH as of Q3 2018.

  • Wellington Management Group reported no remaining Beazer Homes USA position as of Q3 2018 after selling out during the quarter.
  • Wellington Management Group sold 27,369 Beazer Homes USA shares in Q3 2018, an estimated $404K.
  • Wellington Management Group first reported a position in Beazer Homes USA in Q2 2013 and held it in 5 quarters.
  • Wellington Management Group's Beazer Homes USA position peaked at $483K in Q2 2013.
  • 120 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2018.

Based on Wellington Management Group's 13F filing for Q3 2018, filed 14 Nov 2018.