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CBZ icon

Empowered Funds’s CBIZ CBZ Stock Holding History

Empowered Funds’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
Q3 		– Sell
-60,315
Closed -$4.33M – 1837
2025
Q2 		$4.33M Buy
60,315
+20,046
+50% +$1.45M 0.05% 485
2025
Q1 		$3.05M Sell
40,269
-1,191
-3% -$95.8K 0.04% 542
2024
Q4 		$3.39M Buy
41,460
+9,667
+30% +$723K 0.05% 503
2024
Q3 		$2.14M Buy
31,793
+6,206
+24% +$451K 0.03% 652
2024
Q2 		$1.9M Buy
25,587
+12,060
+89% +$911K 0.03% 628
2024
Q1 		$1.06M Buy
13,527
+1,349
+11% +$93.8K 0.02% 849
2023
Q4 		$762K Buy
12,178
+2,125
+21% +$120K 0.02% 875
2023
Q3 		$522K Buy
10,053
+525
+6% +$28.3K 0.02% 911
2023
Q2 		$508K Buy
9,528
+545
+6% +$28K 0.02% 817
2023
Q1 		$445K Buy
8,983
+258
+3% +$12.4K 0.03% 413
2022
Q4 		$409K Buy
8,725
+879
+11% +$41.8K 0.06% 376
2022
Q3 		$336K Buy
+7,846
New +$343K 0.03% 285

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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