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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aviva's CBZ Position: Q3 2023 in Review

Aviva sold out of CBIZ (CBZ) in Q3 2023, closing a stake of 27,009 shares — an estimated $1.44M sold.

Aviva first reported a position in CBZ in Q1 2022 and held it in 4 quarters. The position peaked at $1.56M in Q1 2022. 245 funds tracked by Wall St. Rank hold CBZ as of Q3 2023.

Aviva reported no remaining CBIZ position as of Q3 2023 after selling out during the quarter.
Aviva sold 27,009 CBIZ shares in Q3 2023, an estimated $1.44M.
Aviva first reported a position in CBIZ in Q1 2022 and held it in 4 quarters.
Aviva's CBIZ position peaked at $1.56M in Q1 2022.
245 funds tracked by Wall St. Rank held CBIZ as of Q3 2023.

Based on Aviva's 13F filing for Q3 2023, filed 13 Nov 2023.