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Yorktown Management & Research Company’s Beazer Homes USA BZH Stock Holding History

Yorktown Management & Research Company’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
2023
Q4 		– Sell
-13,700
Closed -$341K – 205
2023
Q3 		$341K Buy
+13,700
New +$395K 0.38% 112

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yorktown Management & Research Company's BZH Position: Q4 2023 in Review

Yorktown Management & Research Company sold out of Beazer Homes USA (BZH) in Q4 2023, closing a stake of 13,700 shares — an estimated $341K sold.

Yorktown Management & Research Company first reported a position in BZH in Q3 2023 and held it in 1 quarter. The position peaked at $341K in Q3 2023. 188 funds tracked by Wall St. Rank hold BZH as of Q4 2023.

  • Yorktown Management & Research Company reported no remaining Beazer Homes USA position as of Q4 2023 after selling out during the quarter.
  • Yorktown Management & Research Company sold 13,700 Beazer Homes USA shares in Q4 2023, an estimated $341K.
  • Yorktown Management & Research Company first reported a position in Beazer Homes USA in Q3 2023 and held it in 1 quarter.
  • Yorktown Management & Research Company's Beazer Homes USA position peaked at $341K in Q3 2023.
  • 188 funds tracked by Wall St. Rank held Beazer Homes USA as of Q4 2023.

Based on Yorktown Management & Research Company's 13F filing for Q4 2023, filed 26 Jan 2024.