ACM
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Atlanta Capital Management’s CBIZ CBZ Stock Holding History

Atlanta Capital 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
2022
Q3 		$51.1M Sell
1,195,082
-64,045
-5% -$2.8M 0.23% 106
2022
Q2 		$50.3M Sell
1,259,127
-42,405
-3% -$1.71M 0.22% 111
2022
Q1 		$54.6M Sell
1,301,532
-11,292
-0.9% -$442K 0.2% 117
2021
Q4 		$51.4M Buy
1,312,824
+60,709
+5% +$2.26M 0.17% 123
2021
Q3 		$40.5M Sell
1,252,115
-45,167
-3% -$1.47M 0.14% 135
2021
Q2 		$42.5M Sell
1,297,282
-33,712
-3% -$1.13M 0.15% 135
2021
Q1 		$43.5M Buy
1,330,994
+15,604
+1% +$460K 0.15% 135
2020
Q4 		$35M Sell
1,315,390
-18,245
-1% -$449K 0.13% 144
2020
Q3 		$30.5M Buy
1,333,635
+68,435
+5% +$1.63M 0.13% 140
2020
Q2 		$30.3M Buy
1,265,200
+103,563
+9% +$2.35M 0.13% 137
2020
Q1 		$24.3M Buy
1,161,637
+332,768
+40% +$8.47M 0.13% 140
2019
Q4 		$22.3M Buy
828,869
+370,621
+81% +$9.64M 0.09% 144
2019
Q3 		$10.8M Buy
+458,248
New +$10.3M 0.05% 153

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