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Aristides Capital’s CBIZ CBZ Stock Holding History

Aristides 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
Q2 		– Sell
-3,793
Closed -$298K – 276
2024
Q1 		$298K Buy
+3,793
New +$264K 0.11% 138
2020
Q2 		– Sell
-10,617
Closed -$222K – 110
2020
Q1 		$222K Sell
10,617
-6,015
-36% -$153K 0.16% 98
2019
Q4 		$448K Buy
+16,632
New +$433K 0.35% 114

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Aristides Capital's CBZ Position: Q2 2024 in Review

Aristides Capital sold out of CBIZ (CBZ) in Q2 2024, closing a stake of 3,793 shares — an estimated $298K sold.

Aristides Capital first reported a position in CBZ in Q4 2019 and held it in 3 quarters. The position peaked at $448K in Q4 2019. 276 funds tracked by Wall St. Rank hold CBZ as of Q2 2024.

  • Aristides Capital reported no remaining CBIZ position as of Q2 2024 after selling out during the quarter.
  • Aristides Capital sold 3,793 CBIZ shares in Q2 2024, an estimated $298K.
  • Aristides Capital first reported a position in CBIZ in Q4 2019 and held it in 3 quarters.
  • Aristides Capital's CBIZ position peaked at $448K in Q4 2019.
  • 276 funds tracked by Wall St. Rank held CBIZ as of Q2 2024.

Based on Aristides Capital's 13F filing for Q2 2024, filed 14 Aug 2024.