Alberta Investment Management Corp (AIMCo)’s CBIZ CBZ Stock Holding History

Alberta Investment Management Corp (AIMCo)’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	-66,797	Closed	-$4.18M	–	1020
2023 Q4	$4.18M	Sell	66,797 -38,671	-37%	-$2.18M	0.04%	263
2023 Q3	$5.47M	Hold	105,468	–	–	0.06%	257
2023 Q2	$5.62M	Hold	105,468	–	–	0.05%	304
2023 Q1	$5.22M	Hold	105,468	–	–	0.05%	328
2022 Q4	$4.94M	Sell	105,468 -19,426	-16%	-$923K	0.04%	428
2022 Q3	$5.34M	Sell	124,894 -25,498	-17%	-$1.12M	0.04%	449
2022 Q2	$6.01M	Hold	150,392	–	–	0.04%	433
2022 Q1	$6.31M	Sell	150,392 -25,585	-15%	-$1M	0.04%	473
2021 Q4	$6.88M	Buy	175,977 +18,500	+12%	+$690K	0.04%	396
2021 Q3	$5.09M	Hold	157,477	–	–	0.04%	420
2021 Q2	$5.16M	Hold	157,477	–	–	0.04%	417
2021 Q1	$5.14M	Hold	157,477	–	–	0.05%	360
2020 Q4	$4.19M	Buy	157,477 +6,294	+4%	+$155K	0.04%	413
2020 Q3	$3.46M	Buy	151,183 +57,368	+61%	+$1.36M	0.04%	428
2020 Q2	$2.25M	Buy	+93,815	New	+$2.13M	0.03%	490
2019 Q2	–	Sell	-21,200	Closed	-$429K	–	921
2019 Q1	$429K	Buy	+21,200	New	+$429K	﹤0.01%	779
2016 Q4	–	Sell	-24,800	Closed	-$278K	–	724
2016 Q3	$278K	Buy	+24,800	New	+$276K	﹤0.01%	663

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

Alberta Investment Management Corp (AIMCo)'s CBZ Position: Q1 2024 in Review

Alberta Investment Management Corp (AIMCo) sold out of CBIZ (CBZ) in Q1 2024, closing a stake of 66,797 shares — an estimated $4.18M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in CBZ in Q3 2016 and held it in 17 quarters. The position peaked at $6.88M in Q4 2021. 269 funds tracked by Wall St. Rank hold CBZ as of Q1 2024.

Alberta Investment Management Corp (AIMCo) reported no remaining CBIZ position as of Q1 2024 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 66,797 CBIZ shares in Q1 2024, an estimated $4.18M.
Alberta Investment Management Corp (AIMCo) first reported a position in CBIZ in Q3 2016 and held it in 17 quarters.
Alberta Investment Management Corp (AIMCo)'s CBIZ position peaked at $6.88M in Q4 2021.
269 funds tracked by Wall St. Rank held CBIZ as of Q1 2024.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q1 2024, filed 15 May 2024.