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Associated Banc-Corp’s CBIZ CBZ Stock Holding History

Associated Banc-Corp’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
2021
Q1 		– Sell
-61
Closed -$2K – 397
2020
Q4 		$2K Hold
61
– – ﹤0.01% 751
2020
Q3 		$1K Hold
61
– – ﹤0.01% 842
2020
Q2 		$1K Buy
+61
New +$1.38K ﹤0.01% 837

Other funds holding CBZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Associated Banc-Corp's CBZ Position: Q1 2021 in Review

Associated Banc-Corp sold out of CBIZ (CBZ) in Q1 2021, closing a stake of 61 shares — an estimated $2K sold.

Associated Banc-Corp first reported a position in CBZ in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 168 funds tracked by Wall St. Rank hold CBZ as of Q1 2021.

  • Associated Banc-Corp reported no remaining CBIZ position as of Q1 2021 after selling out during the quarter.
  • Associated Banc-Corp sold 61 CBIZ shares in Q1 2021, an estimated $2K.
  • Associated Banc-Corp first reported a position in CBIZ in Q2 2020 and held it in 3 quarters.
  • Associated Banc-Corp's CBIZ position peaked at $2K in Q4 2020.
  • 168 funds tracked by Wall St. Rank held CBIZ as of Q1 2021.

Based on Associated Banc-Corp's 13F filing for Q1 2021, filed 5 May 2021.