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BHZ Capital Management’s First Business Financial Services FBIZ Stock Holding History

BHZ Capital Management’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,279
Closed -$364K – 122
2022
Q3 		$364K Sell
11,279
-32,553
-74% -$1.08M 0.15% 95
2022
Q2 		$1.37M Sell
43,832
-77,961
-64% -$2.6M 0.55% 55
2022
Q1 		$4M Sell
121,793
-1,731
-1% -$55.8K 1.35% 21
2021
Q4 		$3.6M Hold
123,524
– – 1.22% 26
2021
Q3 		$3.55M Hold
123,524
– – 1.21% 29
2021
Q2 		$3.34M Sell
123,524
-14,431
-10% -$381K 1.24% 25
2021
Q1 		$3.41M Buy
137,955
+845
+0.6% +$19K 1.08% 27
2020
Q4 		$2.52M Buy
137,110
+3,183
+2% +$57.6K 0.85% 39
2020
Q3 		$1.91M Buy
133,927
+6,694
+5% +$104K 0.81% 37
2020
Q2 		$2.09M Buy
127,233
+1,572
+1% +$24.6K 0.82% 39
2020
Q1 		$1.95M Sell
125,661
-14,970
-11% -$342K 0.73% 43
2019
Q4 		$3.7M Sell
140,631
-4,367
-3% -$108K 0.87% 38
2019
Q3 		$3.49M Sell
144,998
-3,633
-2% -$85.4K 0.85% 35
2019
Q2 		$3.49M Hold
148,631
– – 0.84% 37
2019
Q1 		$2.98M Buy
148,631
+349
+0.2% +$7.38K 0.75% 43
2018
Q4 		$2.89M Buy
148,282
+86,914
+142% +$1.8M 0.76% 39
2018
Q3 		$1.42M Buy
61,368
+11,419
+23% +$269K 0.36% 74
2018
Q2 		$1.3M Sell
49,949
-4
-0% -$103 0.37% 70
2018
Q1 		$1.26M Buy
49,953
+8,566
+21% +$206K 0.41% 66
2017
Q4 		$915K Buy
41,387
+1,910
+5% +$43.2K 0.33% 75
2017
Q3 		$898K Buy
39,477
+3,477
+10% +$75.9K 0.29% 81
2017
Q2 		$831K Buy
36,000
+9,168
+34% +$224K 0.28% 77
2017
Q1 		$697K Buy
26,832
+184
+0.7% +$4.57K 0.27% 78
2016
Q4 		$632K Buy
+26,648
New +$592K 0.26% 76

Other funds holding FBIZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

BHZ Capital Management's FBIZ Position: Q4 2022 in Review

BHZ Capital Management sold out of First Business Financial Services (FBIZ) in Q4 2022, closing a stake of 11,279 shares — an estimated $364K sold.

BHZ Capital Management first reported a position in FBIZ in Q4 2016 and held it in 24 quarters. The position peaked at $4M in Q1 2022. 89 funds tracked by Wall St. Rank hold FBIZ as of Q4 2022.

  • BHZ Capital Management reported no remaining First Business Financial Services position as of Q4 2022 after selling out during the quarter.
  • BHZ Capital Management sold 11,279 First Business Financial Services shares in Q4 2022, an estimated $364K.
  • BHZ Capital Management first reported a position in First Business Financial Services in Q4 2016 and held it in 24 quarters.
  • BHZ Capital Management's First Business Financial Services position peaked at $4M in Q1 2022.
  • 89 funds tracked by Wall St. Rank held First Business Financial Services as of Q4 2022.

Based on BHZ Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.