B. Metzler seel. Sohn & Co
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B. Metzler seel. Sohn & Co’s CBIZ CBZ Stock Holding History

B. Metzler seel. Sohn & Co’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
2024
Q3 		– Sell
-31,199
Closed -$2.31M – 761
2024
Q2 		$2.31M Buy
+31,199
New +$2.36M 0.02% 347

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Burgundy Asset Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Metzler seel. Sohn & Co's CBZ Position: Q3 2024 in Review

B. Metzler seel. Sohn & Co sold out of CBIZ (CBZ) in Q3 2024, closing a stake of 31,199 shares — an estimated $2.31M sold.

B. Metzler seel. Sohn & Co first reported a position in CBZ in Q2 2024 and held it in 1 quarter. The position peaked at $2.31M in Q2 2024. 286 funds tracked by Wall St. Rank hold CBZ as of Q3 2024.

  • B. Metzler seel. Sohn & Co reported no remaining CBIZ position as of Q3 2024 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 31,199 CBIZ shares in Q3 2024, an estimated $2.31M.
  • B. Metzler seel. Sohn & Co first reported a position in CBIZ in Q2 2024 and held it in 1 quarter.
  • B. Metzler seel. Sohn & Co's CBIZ position peaked at $2.31M in Q2 2024.
  • 286 funds tracked by Wall St. Rank held CBIZ as of Q3 2024.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2024, filed 8 Nov 2024.