Eaton Vance Management’s CBIZ CBZ Stock Holding History

Eaton Vance Management’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
2022 Q3	$104M	Sell	2,424,944 -33,771	-1%	-$1.48M	0.15%	142
2022 Q2	$98.3M	Sell	2,458,715 -465,181	-16%	-$18.8M	0.14%	155
2022 Q1	$123M	Buy	2,923,896 +364,887	+14%	+$14.3M	0.14%	144
2021 Q4	$100M	Buy	2,559,009 +331,312	+15%	+$12.4M	0.12%	168
2021 Q3	$72M	Buy	2,227,697 +312,651	+16%	+$10.2M	0.1%	197
2021 Q2	$62.8M	Buy	1,915,046 +47,984	+3%	+$1.6M	0.08%	228
2021 Q1	$61M	Buy	1,867,062 +175,315	+10%	+$5.16M	0.09%	220
2020 Q4	$45M	Buy	1,691,747 +31,368	+2%	+$772K	0.07%	258
2020 Q3	$38M	Buy	1,660,379 +165,609	+11%	+$3.93M	0.07%	248
2020 Q2	$35.8M	Buy	1,494,770 +274,869	+23%	+$6.24M	0.07%	235
2020 Q1	$25.5M	Buy	1,219,901 +281,376	+30%	+$7.16M	0.06%	257
2019 Q4	$25.3M	Buy	938,525 +377,710	+67%	+$9.83M	0.05%	292
2019 Q3	$13.2M	Buy	560,815 +528,315	+1,626%	+$11.9M	0.03%	390
2019 Q2	$637K	Buy	+32,500	New	+$652K	﹤0.01%	1061

Other funds holding CBZ

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return