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Glen Eagle Advisors’s CBIZ CBZ Stock Holding History

Glen Eagle Advisors’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
2020
Q1 		– Sell
-322
Closed -$8.68K – 866
2019
Q4 		$8.68K Buy
322
+21
+7% +$546 ﹤0.01% 615
2019
Q3 		$7.07K Buy
+301
New +$6.77K ﹤0.01% 568

Other funds holding CBZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Glen Eagle Advisors's CBZ Position: Q1 2020 in Review

Glen Eagle Advisors sold out of CBIZ (CBZ) in Q1 2020, closing a stake of 322 shares — an estimated $8.68K sold.

Glen Eagle Advisors first reported a position in CBZ in Q3 2019 and held it in 2 quarters. The position peaked at $8.68K in Q4 2019. 153 funds tracked by Wall St. Rank hold CBZ as of Q1 2020.

  • Glen Eagle Advisors reported no remaining CBIZ position as of Q1 2020 after selling out during the quarter.
  • Glen Eagle Advisors sold 322 CBIZ shares in Q1 2020, an estimated $8.68K.
  • Glen Eagle Advisors first reported a position in CBIZ in Q3 2019 and held it in 2 quarters.
  • Glen Eagle Advisors's CBIZ position peaked at $8.68K in Q4 2019.
  • 153 funds tracked by Wall St. Rank held CBIZ as of Q1 2020.

Based on Glen Eagle Advisors's 13F filing for Q1 2020, filed 13 Aug 2024.