DI
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Disciplined Investments’s CBIZ CBZ Stock Holding History

Disciplined Investments’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
-5
Closed -$266 – 334
2023
Q2 		$266 Buy
5
+1
+25% +$51 ﹤0.01% 1429
2023
Q1 		$198 Hold
4
– – ﹤0.01% 1482
2022
Q4 		$187 Hold
4
– – ﹤0.01% 1441
2022
Q3 		$0 Buy
4
+1
+33% +$44 ﹤0.01% 1266
2022
Q2 		$0 Buy
+3
New +$121 ﹤0.01% 1292

Other funds holding CBZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
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
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Disciplined Investments's CBZ Position: Q3 2023 in Review

Disciplined Investments sold out of CBIZ (CBZ) in Q3 2023, closing a stake of 5 shares — an estimated $266 sold.

Disciplined Investments first reported a position in CBZ in Q2 2022 and held it in 5 quarters. The position peaked at $266 in Q2 2023. 245 funds tracked by Wall St. Rank hold CBZ as of Q3 2023.

  • Disciplined Investments reported no remaining CBIZ position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 CBIZ shares in Q3 2023, an estimated $266.
  • Disciplined Investments first reported a position in CBIZ in Q2 2022 and held it in 5 quarters.
  • Disciplined Investments's CBIZ position peaked at $266 in Q2 2023.
  • 245 funds tracked by Wall St. Rank held CBIZ as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.