Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$3.58M Buy
45,621
+8,669
+23% +$603K ﹤0.01% 1491
2023
Q4
$2.31M Sell
36,952
-6,281
-15% -$355K ﹤0.01% 1796
2023
Q3
$2.24M Sell
43,233
-3,462
-7% -$187K ﹤0.01% 1755
2023
Q2
$2.49M Buy
46,695
+4,957
+12% +$255K ﹤0.01% 1766
2023
Q1
$2.07M Buy
41,738
+970
+2% +$46.7K ﹤0.01% 1849
2022
Q4
$1.91M Sell
40,768
-1,321
-3% -$62.8K ﹤0.01% 1905
2022
Q3
$1.8M Buy
42,089
+6,822
+19% +$298K ﹤0.01% 1925
2022
Q2
$1.41M Sell
35,267
-2,682
-7% -$108K ﹤0.01% 2149
2022
Q1
$1.59M Buy
37,949
+108
+0.3% +$4.23K ﹤0.01% 2231
2021
Q4
$1.48M Buy
37,841
+3,567
+10% +$133K ﹤0.01% 3015
2021
Q3
$1.11M Buy
34,274
+4,992
+17% +$162K ﹤0.01% 3259
2021
Q2
$963K Sell
29,282
-7,744
-21% -$259K ﹤0.01% 3420
2021
Q1
$1.21M Sell
37,026
-17,522
-32% -$516K ﹤0.01% 3201
2020
Q4
$1.45M Buy
54,548
+24,822
+84% +$611K ﹤0.01% 3066
2020
Q3
$680K Sell
29,726
-1,146
-4% -$27.2K ﹤0.01% 3200
2020
Q2
$740K Sell
30,872
-53,300
-63% -$1.21M ﹤0.01% 3096
2020
Q1
$1.76M Buy
84,172
+7,331
+10% +$187K ﹤0.01% 2214
2019
Q4
$2.07M Sell
76,841
-9,518
-11% -$248K ﹤0.01% 2575
2019
Q3
$2.03M Sell
86,359
-9,335
-10% -$210K ﹤0.01% 2454
2019
Q2
$1.88M Sell
95,694
-8,393
-8% -$168K ﹤0.01% 2499
2019
Q1
$2.11M Buy
104,087
+5,060
+5% +$102K ﹤0.01% 2336
2018
Q4
$1.95M Buy
99,027
+24,345
+33% +$520K ﹤0.01% 2260
2018
Q3
$1.77M Buy
74,682
+31
+0% +$718 ﹤0.01% 2441
2018
Q2
$1.72M Buy
74,651
+23,873
+47% +$483K ﹤0.01% 2583
2018
Q1
$926K Buy
50,778
+4,471
+10% +$77.8K ﹤0.01% 3014
2017
Q4
$716K Sell
46,307
-16,863
-27% -$265K ﹤0.01% 3228
2017
Q3
$1.03M Buy
63,170
+24,408
+63% +$368K ﹤0.01% 3073
2017
Q2
$581K Sell
38,762
-21,038
-35% -$315K ﹤0.01% 3048
2017
Q1
$811K Buy
59,800
+5,369
+10% +$72.1K ﹤0.01% 3017
2016
Q4
$746K Sell
54,431
-13,154
-19% -$160K ﹤0.01% 3231
2016
Q3
$757K Buy
67,585
+13,496
+25% +$150K ﹤0.01% 3174
2016
Q2
$563K Buy
54,089
+9,920
+22% +$102K ﹤0.01% 3348
2016
Q1
$445K Buy
44,169
+11,718
+36% +$119K ﹤0.01% 3313
2015
Q4
$319K Sell
32,451
-23,240
-42% -$246K ﹤0.01% 3658
2015
Q3
$546K Sell
55,691
-14,989
-21% -$146K ﹤0.01% 3337
2015
Q2
$681K Sell
70,680
-2,673
-4% -$25K ﹤0.01% 3492
2015
Q1
$685K Buy
73,353
+10,848
+17% +$94.9K ﹤0.01% 3302
2014
Q4
$536K Sell
62,505
-4,685
-7% -$40.4K ﹤0.01% 3656
2014
Q3
$529K Sell
67,190
-23,501
-26% -$200K ﹤0.01% 3602
2014
Q2
$819K Buy
90,691
+16,994
+23% +$148K ﹤0.01% 3466
2014
Q1
$675K Sell
73,697
-46,310
-39% -$416K ﹤0.01% 3481
2013
Q4
$1.09M Buy
120,007
+47,005
+64% +$396K ﹤0.01% 3196
2013
Q3
$543K Buy
73,002
+50,907
+230% +$365K ﹤0.01% 3451
2013
Q2
$148K Buy
+22,095
New +$143K ﹤0.01% 3934

Other funds holding CBZ

Credit Suisse's CBZ Position: Q1 2024 in Review

Credit Suisse increased its CBIZ (CBZ) stake by 23% in Q1 2024, buying an estimated $603K and bringing the position to 45,621 shares worth $3.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Credit Suisse first reported a position in CBZ in Q2 2013 and has held it in 44 quarters since. 269 funds tracked by Wall St. Rank hold CBZ as of Q1 2024.

  • Credit Suisse held 45,621 shares of CBIZ worth $3.58M as of Q1 2024.
  • Credit Suisse bought 8,669 CBIZ shares in Q1 2024, an estimated $603K.
  • CBIZ made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1491 holding.
  • Credit Suisse first reported a position in CBIZ in Q2 2013 and has held it in 44 quarters since.
  • 269 funds tracked by Wall St. Rank held CBIZ as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.