Calamos Advisors
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Calamos Advisors’s CBIZ CBZ Stock Holding History

Calamos 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
2024
Q3 		– Sell
-22,149
Closed -$1.64M – 949
2024
Q2 		$1.64M Sell
22,149
-11,296
-34% -$854K 0.01% 606
2024
Q1 		$2.63M Sell
33,445
-4,773
-12% -$332K 0.01% 565
2023
Q4 		$2.39M Sell
38,218
-456
-1% -$25.7K 0.01% 587
2023
Q3 		$2.01M Sell
38,674
-29,684
-43% -$1.6M 0.01% 617
2023
Q2 		$3.64M Buy
68,358
+26,564
+64% +$1.37M 0.02% 604
2023
Q1 		$2.07M Sell
41,794
-14,789
-26% -$712K 0.01% 741
2022
Q4 		$2.65M Buy
56,583
+5,540
+11% +$263K 0.01% 763
2022
Q3 		$2.18M Buy
+51,043
New +$2.23M 0.01% 863

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
BAM
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

Calamos Advisors's CBZ Position: Q3 2024 in Review

Calamos Advisors sold out of CBIZ (CBZ) in Q3 2024, closing a stake of 22,149 shares — an estimated $1.64M sold.

Calamos Advisors first reported a position in CBZ in Q3 2022 and held it in 8 quarters. The position peaked at $3.64M in Q2 2023. 286 funds tracked by Wall St. Rank hold CBZ as of Q3 2024.

  • Calamos Advisors reported no remaining CBIZ position as of Q3 2024 after selling out during the quarter.
  • Calamos Advisors sold 22,149 CBIZ shares in Q3 2024, an estimated $1.64M.
  • Calamos Advisors first reported a position in CBIZ in Q3 2022 and held it in 8 quarters.
  • Calamos Advisors's CBIZ position peaked at $3.64M in Q2 2023.
  • 286 funds tracked by Wall St. Rank held CBIZ as of Q3 2024.

Based on Calamos Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.