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Wilmington Savings Fund Society’s Beazer Homes USA BZH Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-414
Closed -$9.26K – 1484
2025
Q2 		$9.26K Buy
414
+247
+148% +$5.13K ﹤0.01% 1647
2025
Q1 		$3.4K Hold
167
– – ﹤0.01% 1834
2024
Q4 		$4.59K Hold
167
– – ﹤0.01% 1818
2024
Q3 		$5.71K Buy
+167
New +$5.14K ﹤0.01% 1758

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State Street
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Dimensional Fund Advisors
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MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
LCM
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First Eagle Investment Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wilmington Savings Fund Society's BZH Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Beazer Homes USA (BZH) in Q3 2025, closing a stake of 414 shares — an estimated $9.26K sold.

Wilmington Savings Fund Society first reported a position in BZH in Q3 2024 and held it in 4 quarters. The position peaked at $9.26K in Q2 2025. 194 funds tracked by Wall St. Rank hold BZH as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Beazer Homes USA position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 414 Beazer Homes USA shares in Q3 2025, an estimated $9.26K.
  • Wilmington Savings Fund Society first reported a position in Beazer Homes USA in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Beazer Homes USA position peaked at $9.26K in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.