Gotham Asset Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $636K | Buy |
23,705
+18,417
| +348% | +$650K | ﹤0.01% | 1433 |
|
|
2025
Q4 | $267K | Sell |
5,288
-4,462
| -46% | -$235K | ﹤0.01% | 1595 |
|
|
2025
Q3 | $516K | Buy |
9,750
+3,836
| +65% | +$247K | ﹤0.01% | 1373 |
|
|
2025
Q2 | $424K | Hold |
5,914
| – | – | ﹤0.01% | 1373 |
|
|
2025
Q1 | $449K | Sell |
5,914
-19
| -0.3% | -$1.53K | ﹤0.01% | 1265 |
|
|
2024
Q4 | $485K | Buy |
5,933
+15
| +0.3% | +$1.12K | ﹤0.01% | 1128 |
|
|
2024
Q3 | $398K | Hold |
5,918
| – | – | ﹤0.01% | 1157 |
|
|
2024
Q2 | $439K | Sell |
5,918
-8
| -0.1% | -$605 | 0.01% | 1116 |
|
|
2024
Q1 | $465K | Buy |
5,926
+4
| +0.1% | +$278 | 0.01% | 1079 |
|
|
2023
Q4 | $371K | Sell |
5,922
-1,233
| -17% | -$69.6K | 0.01% | 1079 |
|
|
2023
Q3 | $371K | Sell |
7,155
-55
| -0.8% | -$2.96K | 0.01% | 1048 |
|
|
2023
Q2 | $384K | Sell |
7,210
-2,312
| -24% | -$119K | 0.01% | 1051 |
|
|
2023
Q1 | $471K | Sell |
9,522
-1,483
| -13% | -$71.4K | 0.01% | 987 |
|
|
2022
Q4 | $516K | Buy |
11,005
+3,397
| +45% | +$161K | 0.01% | 881 |
|
|
2022
Q3 | $325K | Buy |
+7,608
| New | +$333K | 0.01% | 961 |
|
|
2022
Q2 | – | Sell |
-6,290
| Closed | -$264K | – | 1132 |
|
|
2022
Q1 | $264K | Sell |
6,290
-1,745
| -22% | -$68.3K | 0.01% | 986 |
|
|
2021
Q4 | $314K | Sell |
8,035
-608
| -7% | -$22.7K | 0.01% | 937 |
|
|
2021
Q3 | $280K | Buy |
+8,643
| New | +$281K | 0.01% | 853 |
|
|
2020
Q4 | – | Sell |
-10,113
| Closed | -$231K | – | 1002 |
|
|
2020
Q3 | $231K | Buy |
+10,113
| New | +$240K | 0.01% | 906 |
|
|
2019
Q3 | – | Sell |
-10,699
| Closed | -$210K | – | 1100 |
|
|
2019
Q2 | $210K | Sell |
10,699
-34,563
| -76% | -$693K | ﹤0.01% | 1058 |
|
|
2019
Q1 | $916K | Sell |
45,262
-1,563
| -3% | -$31.6K | 0.01% | 683 |
|
|
2018
Q4 | $922K | Buy |
46,825
+22,555
| +93% | +$482K | 0.01% | 647 |
|
|
2018
Q3 | $575K | Buy |
+24,270
| New | +$562K | 0.01% | 710 |
|
|
2018
Q1 | – | Sell |
-10,431
| Closed | -$161K | – | 953 |
|
|
2017
Q4 | $161K | Buy |
+10,431
| New | +$164K | ﹤0.01% | 897 |
|
|
2017
Q2 | – | Sell |
-11,167
| Closed | -$151K | – | 974 |
|
|
2017
Q1 | $151K | Buy |
+11,167
| New | +$150K | ﹤0.01% | 940 |
|
|
2016
Q2 | – | Sell |
-29,232
| Closed | -$295K | – | 960 |
|
|
2016
Q1 | $295K | Sell |
29,232
-46,119
| -61% | -$467K | ﹤0.01% | 843 |
|
|
2015
Q4 | $743K | Buy |
+75,351
| New | +$798K | 0.01% | 644 |
|
|
2015
Q2 | – | Sell |
-33,573
| Closed | -$313K | – | 927 |
|
|
2015
Q1 | $313K | Buy |
+33,573
| New | +$294K | ﹤0.01% | 792 |
|
|
2014
Q1 | – | Sell |
-20,676
| Closed | -$189K | – | 1012 |
|
|
2013
Q4 | $189K | Buy |
+20,676
| New | +$174K | ﹤0.01% | 935 |
|
Other funds holding CBZ
2C
VCM
VPM
