ELI
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Empire Life Investments’s CBIZ CBZ Stock Holding History

Empire Life 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
2021
Q4 		– Sell
-22,466
Closed -$727K – 100
2021
Q3 		$727K Buy
22,466
+379
+2% +$12.3K 0.05% 95
2021
Q2 		$724K Buy
22,087
+1,265
+6% +$42.3K 0.05% 94
2021
Q1 		$680K Buy
20,822
+2,487
+14% +$73.3K 0.05% 95
2020
Q4 		$488K Buy
18,335
+827
+5% +$20.4K 0.03% 97
2020
Q3 		$400K Hold
17,508
– – 0.03% 94
2020
Q2 		$420K Sell
17,508
-45
-0.3% -$1.02K 0.04% 86
2020
Q1 		$367K Sell
17,553
-90
-0.5% -$2.29K 0.03% 96
2019
Q4 		$476K Sell
17,643
-16,694
-49% -$434K 0.04% 87
2019
Q3 		$807K Buy
34,337
+377
+1% +$8.48K 0.07% 75
2019
Q2 		$665K Buy
33,960
+8,303
+32% +$166K 0.05% 81
2019
Q1 		$519K Buy
+25,657
New +$519K 0.04% 82

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PCP
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BlackRock
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return