CI Investments Inc’s CBIZ CBZ Stock Holding History

CI Investments Inc’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
2023 Q3	–	Sell	-68	Closed	-$4K	–	1308
2023 Q2	$4K	Buy	+68	New	+$3.5K	﹤0.01%	1263

Other funds holding CBZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BAM

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CI Investments Inc's CBZ Position: Q3 2023 in Review

CI Investments Inc sold out of CBIZ (CBZ) in Q3 2023, closing a stake of 68 shares — an estimated $4K sold.

CI Investments Inc first reported a position in CBZ in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 245 funds tracked by Wall St. Rank hold CBZ as of Q3 2023.

CI Investments Inc reported no remaining CBIZ position as of Q3 2023 after selling out during the quarter.
CI Investments Inc sold 68 CBIZ shares in Q3 2023, an estimated $4K.
CI Investments Inc first reported a position in CBIZ in Q2 2023 and held it in 1 quarter.
CI Investments Inc's CBIZ position peaked at $4K in Q2 2023.
245 funds tracked by Wall St. Rank held CBIZ as of Q3 2023.

Based on CI Investments Inc's 13F filing for Q3 2023, filed 13 Nov 2023.