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FORA Capital’s CBIZ CBZ Stock Holding History

FORA Capital’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
2024
Q4 		– Sell
-6,258
Closed -$421K – 411
2024
Q3 		$421K Buy
+6,258
New +$455K 0.05% 319
2021
Q1 		– Sell
-661
Closed -$18K – 807
2020
Q4 		$18K Buy
+661
New +$16.3K ﹤0.01% 878
2020
Q3 		– Sell
-2,607
Closed -$62K – 687
2020
Q2 		$62K Buy
+2,607
New +$59.2K 0.02% 596

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $246M AUM 17.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FORA Capital's CBZ Position: Q4 2024 in Review

FORA Capital sold out of CBIZ (CBZ) in Q4 2024, closing a stake of 6,258 shares — an estimated $421K sold.

FORA Capital first reported a position in CBZ in Q2 2020 and held it in 3 quarters. The position peaked at $421K in Q3 2024. 283 funds tracked by Wall St. Rank hold CBZ as of Q4 2024.

  • FORA Capital reported no remaining CBIZ position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 6,258 CBIZ shares in Q4 2024, an estimated $421K.
  • FORA Capital first reported a position in CBIZ in Q2 2020 and held it in 3 quarters.
  • FORA Capital's CBIZ position peaked at $421K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held CBIZ as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.