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Artemis Investment Management’s CBIZ CBZ Stock Holding History

Artemis Investment Management’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
2025
Q3 		– Sell
-561,381
Closed -$40.3M – 187
2025
Q2 		$40.3M Sell
561,381
-70,512
-11% -$5.1M 0.52% 71
2025
Q1 		$47.9M Buy
631,893
+237,983
+60% +$19.1M 0.73% 49
2024
Q4 		$32.2M Buy
393,910
+61,376
+18% +$4.59M 0.46% 72
2024
Q3 		$22.4M Buy
332,534
+61,754
+23% +$4.49M 0.34% 92
2024
Q2 		$20.1M Buy
270,780
+52,249
+24% +$3.95M 0.27% 102
2024
Q1 		$17.1M Buy
+218,531
New +$15.2M 0.22% 116

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
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
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Artemis Investment Management's CBZ Position: Q3 2025 in Review

Artemis Investment Management sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 561,381 shares — an estimated $40.3M sold.

Artemis Investment Management first reported a position in CBZ in Q1 2024 and held it in 6 quarters. The position peaked at $47.9M in Q1 2025. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Artemis Investment Management reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Artemis Investment Management sold 561,381 CBIZ shares in Q3 2025, an estimated $40.3M.
  • Artemis Investment Management first reported a position in CBIZ in Q1 2024 and held it in 6 quarters.
  • Artemis Investment Management's CBIZ position peaked at $47.9M in Q1 2025.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Artemis Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.