EI
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EAM Investors’s CBIZ CBZ Stock Holding History

EAM Investors’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
-14,457
Closed -$770K – 294
2023
Q2 		$770K Sell
14,457
-31,075
-68% -$1.6M 0.14% 250
2023
Q1 		$2.25M Sell
45,532
-15,735
-26% -$758K 0.44% 80
2022
Q4 		$2.87M Sell
61,267
-9,081
-13% -$432K 0.59% 44
2022
Q3 		$3.01M Buy
70,348
+33,831
+93% +$1.48M 0.65% 29
2022
Q2 		$1.46M Hold
36,517
– – 0.36% 113
2022
Q1 		$1.53M Buy
+36,517
New +$1.43M 0.29% 159

Other funds holding CBZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $59.7B AUM 29.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return