Burton Enright Welch’s CBIZ CBZ Stock Holding History

Burton Enright Welch’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
2025 Q1	–	Sell	-4,771	Closed	-$390K	–	105
2024 Q4	$390K	Sell	4,771 -513	-10%	-$38.4K	0.08%	74
2024 Q3	$356K	Hold	5,284	–	–	0.08%	71
2024 Q2	$392K	Hold	5,284	–	–	0.09%	72
2024 Q1	$415K	Sell	5,284 -14,466	-73%	-$1.01M	0.1%	64
2023 Q4	$1.24M	Sell	19,750 -1,728	-8%	-$97.6K	0.33%	31
2023 Q3	$1.11M	Hold	21,478	–	–	0.34%	28
2023 Q2	$1.14M	Sell	21,478 -31,329	-59%	-$1.61M	0.36%	28
2023 Q1	$2.61M	Buy	52,807 +5,932	+13%	+$286K	1%	16
2022 Q4	$2.2M	Buy	46,875 +5,262	+13%	+$250K	0.91%	19
2022 Q3	$1.78M	Hold	41,613	–	–	0.88%	19
2022 Q2	$1.66M	Buy	41,613 +1	+0%	+$40	1%	20
2022 Q1	$1.75M	Buy	41,612 +10,283	+33%	+$403K	0.96%	18
2021 Q4	$1.23M	Buy	+31,329	New	+$1.17M	0.82%	18

Other funds holding CBZ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BAM

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

PCP

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burton Enright Welch's CBZ Position: Q1 2025 in Review

Burton Enright Welch sold out of CBIZ (CBZ) in Q1 2025, closing a stake of 4,771 shares — an estimated $390K sold.

Burton Enright Welch first reported a position in CBZ in Q4 2021 and held it in 13 quarters. The position peaked at $2.61M in Q1 2023. 290 funds tracked by Wall St. Rank hold CBZ as of Q1 2025.

Burton Enright Welch reported no remaining CBIZ position as of Q1 2025 after selling out during the quarter.
Burton Enright Welch sold 4,771 CBIZ shares in Q1 2025, an estimated $390K.
Burton Enright Welch first reported a position in CBIZ in Q4 2021 and held it in 13 quarters.
Burton Enright Welch's CBIZ position peaked at $2.61M in Q1 2023.
290 funds tracked by Wall St. Rank held CBIZ as of Q1 2025.

Based on Burton Enright Welch's 13F filing for Q1 2025, filed 9 Mar 2026.