Claris Advisors’s CBIZ CBZ Stock Holding History

Claris 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 Q4	–	Sell	-3	Closed	-$202	–	251
2024 Q3	$202	Buy	+3	New	+$218	﹤0.01%	954

Other funds holding CBZ

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Claris Advisors's CBZ Position: Q4 2024 in Review

Claris Advisors sold out of CBIZ (CBZ) in Q4 2024, closing a stake of 3 shares — an estimated $202 sold.

Claris Advisors first reported a position in CBZ in Q3 2024 and held it in 1 quarter. The position peaked at $202 in Q3 2024. 283 funds tracked by Wall St. Rank hold CBZ as of Q4 2024.

Claris Advisors reported no remaining CBIZ position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 CBIZ shares in Q4 2024, an estimated $202.
Claris Advisors first reported a position in CBIZ in Q3 2024 and held it in 1 quarter.
Claris Advisors's CBIZ position peaked at $202 in Q3 2024.
283 funds tracked by Wall St. Rank held CBIZ as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.