Aviva
CBZ icon

Aviva’s CBIZ CBZ Stock Holding History

Aviva’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
2023
Q3 		– Sell
-27,009
Closed -$1.44M – 974
2023
Q2 		$1.44M Sell
27,009
-2,218
-8% -$114K 0.01% 735
2023
Q1 		$1.45M Buy
29,227
+8,534
+41% +$411K 0.01% 776
2022
Q4 		$969K Buy
+20,693
New +$984K ﹤0.01% 861
2022
Q2 		– Sell
-37,096
Closed -$1.56M – 1058
2022
Q1 		$1.56M Buy
+37,096
New +$1.45M 0.01% 900

Other funds holding CBZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return