Berman Capital Advisors’s CBIZ CBZ Stock Holding History

Berman Capital Advisors’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 Q3	$8K	Buy	275 +6	+2%	+$195	﹤0.01%	1244
2021 Q2	$8K	Buy	269 +174	+183%	+$5.82K	﹤0.01%	1186
2021 Q1	$3K	Buy	+95	New	+$2.8K	﹤0.01%	1399
2020 Q3	–	Sell	-45	Closed	-$1K	–	1611
2020 Q2	$1K	Hold	45	–	–	﹤0.01%	1386
2020 Q1	$0	Hold	45	–	–	﹤0.01%	1485
2019 Q4	$1K	Hold	45	–	–	﹤0.01%	1301
2019 Q3	$1K	Hold	45	–	–	﹤0.01%	1292
2019 Q2	$0	Buy	+45	New	+$902	﹤0.01%	1477

Other funds holding CBZ

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BAM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Berman Capital Advisors's CBZ Position: Q3 2021 in Review

Berman Capital Advisors increased its CBIZ (CBZ) stake by 2.2% in Q3 2021, buying an estimated $195 and bringing the position to 275 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Berman Capital Advisors first reported a position in CBZ in Q2 2019 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold CBZ as of Q3 2021.

Berman Capital Advisors held 275 shares of CBIZ worth $8K as of Q3 2021.
Berman Capital Advisors bought 6 CBIZ shares in Q3 2021, an estimated $195.
CBIZ made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1244 holding.
Berman Capital Advisors first reported a position in CBIZ in Q2 2019 and has held it in 8 quarters since.
160 funds tracked by Wall St. Rank held CBIZ as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.