Amalgamated Financial’s CBIZ CBZ Stock Holding History

Amalgamated Financial’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
2022 Q1	$248K	Buy	+5,914	New	+$232K	﹤0.01%	1814

Other funds holding CBZ

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BAM

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Amalgamated Financial's CBZ Position: Q1 2022 in Review

Amalgamated Financial opened a new position in CBIZ (CBZ) in Q1 2022: 5,914 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1814 among its holdings.

173 funds tracked by Wall St. Rank hold CBZ as of Q1 2022.

Amalgamated Financial held 5,914 shares of CBIZ worth $248K as of Q1 2022.
CBIZ was a new Amalgamated Financial position in Q1 2022.
CBIZ made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1814 holding.
173 funds tracked by Wall St. Rank held CBIZ as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.