Gradient Investments’s CBIZ CBZ Stock Holding History

Gradient 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
2024 Q1	–	Sell	-1	Closed	-$63	–	1331
2023 Q4	$63	Hold	1	–	–	﹤0.01%	1762
2023 Q3	$52	Hold	1	–	–	﹤0.01%	1743
2023 Q2	$53	Buy	+1	New	+$51	﹤0.01%	1713

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Gradient Investments's CBZ Position: Q1 2024 in Review

Gradient Investments sold out of CBIZ (CBZ) in Q1 2024, closing a stake of 1 share — an estimated $63 sold.

Gradient Investments first reported a position in CBZ in Q2 2023 and held it in 3 quarters. The position peaked at $63 in Q4 2023. 269 funds tracked by Wall St. Rank hold CBZ as of Q1 2024.

Gradient Investments reported no remaining CBIZ position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 1 CBIZ share in Q1 2024, an estimated $63.
Gradient Investments first reported a position in CBIZ in Q2 2023 and held it in 3 quarters.
Gradient Investments's CBIZ position peaked at $63 in Q4 2023.
269 funds tracked by Wall St. Rank held CBIZ as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.