EST
CBZ icon

EA Series Trust’s CBIZ CBZ Stock Holding History

EA Series Trust’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
Q2 		$508K Buy
+9,528
New +$490K 0.02% 817

Other funds holding CBZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EA Series Trust's CBZ Position: Q2 2023 in Review

EA Series Trust opened a new position in CBIZ (CBZ) in Q2 2023: 9,528 shares worth $508K. The stake represents 0.02% of the portfolio and ranks #817 among its holdings.

233 funds tracked by Wall St. Rank hold CBZ as of Q2 2023.

  • EA Series Trust held 9,528 shares of CBIZ worth $508K as of Q2 2023.
  • CBIZ was a new EA Series Trust position in Q2 2023.
  • CBIZ made up 0.02% of EA Series Trust's portfolio in Q2 2023, its #817 holding.
  • 233 funds tracked by Wall St. Rank held CBIZ as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.