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Emmett Investment Management’s CBIZ CBZ Stock Holding History

Emmett Investment 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
2025
Q1 		– Sell
-53,782
Closed -$4.4M – 24
2024
Q4 		$4.4M Buy
+53,782
New +$4.02M 3.95% 11

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Emmett Investment Management's CBZ Position: Q1 2025 in Review

Emmett Investment Management sold out of CBIZ (CBZ) in Q1 2025, closing a stake of 53,782 shares — an estimated $4.4M sold.

Emmett Investment Management first reported a position in CBZ in Q4 2024 and held it in 1 quarter. The position peaked at $4.4M in Q4 2024. 290 funds tracked by Wall St. Rank hold CBZ as of Q1 2025.

  • Emmett Investment Management reported no remaining CBIZ position as of Q1 2025 after selling out during the quarter.
  • Emmett Investment Management sold 53,782 CBIZ shares in Q1 2025, an estimated $4.4M.
  • Emmett Investment Management first reported a position in CBIZ in Q4 2024 and held it in 1 quarter.
  • Emmett Investment Management's CBIZ position peaked at $4.4M in Q4 2024.
  • 290 funds tracked by Wall St. Rank held CBIZ as of Q1 2025.

Based on Emmett Investment Management's 13F filing for Q1 2025, filed 14 May 2025.