Acorn Creek Capital’s CBIZ CBZ Stock Holding History

Acorn Creek Capital’s Portfolio CBZ Stock Details CBZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,250	Closed	-$203K	–	70
2023 Q4	$203K	Buy	+3,250	New	+$183K	0.09%	77

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Acorn Creek Capital's CBZ Position: Q1 2024 in Review

Acorn Creek Capital sold out of CBIZ (CBZ) in Q1 2024, closing a stake of 3,250 shares — an estimated $203K sold.

Acorn Creek Capital first reported a position in CBZ in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 269 funds tracked by Wall St. Rank hold CBZ as of Q1 2024.

Acorn Creek Capital reported no remaining CBIZ position as of Q1 2024 after selling out during the quarter.
Acorn Creek Capital sold 3,250 CBIZ shares in Q1 2024, an estimated $203K.
Acorn Creek Capital first reported a position in CBIZ in Q4 2023 and held it in 1 quarter.
Acorn Creek Capital's CBIZ position peaked at $203K in Q4 2023.
269 funds tracked by Wall St. Rank held CBIZ as of Q1 2024.

Based on Acorn Creek Capital's 13F filing for Q1 2024, filed 24 Apr 2024.