Grantham, Mayo, Van Otterloo & Co (GMO)
CBZ icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s CBIZ CBZ Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2023
Q4 		– Sell
-4,672
Closed -$242K – 504
2023
Q3 		$242K Sell
4,672
-17,676
-79% -$953K ﹤0.01% 540
2023
Q2 		$1.19M Sell
22,348
-12,052
-35% -$620K 0.01% 476
2023
Q1 		$1.7M Buy
34,400
+200
+0.6% +$9.63K 0.01% 434
2022
Q4 		$1.6M Buy
34,200
+24,600
+256% +$1.17M 0.01% 457
2022
Q3 		$411K Sell
9,600
-44,484
-82% -$1.95M ﹤0.01% 594
2022
Q2 		$2.16M Buy
54,084
+6,300
+13% +$255K 0.01% 433
2022
Q1 		$2M Buy
+47,784
New +$1.87M 0.01% 449
2021
Q3 		– Sell
-11,414
Closed -$374K – 685
2021
Q2 		$374K Sell
11,414
-91,973
-89% -$3.07M ﹤0.01% 648
2021
Q1 		$3.38M Sell
103,387
-12,484
-11% -$368K 0.02% 388
2020
Q4 		$3.08M Sell
115,871
-85,800
-43% -$2.11M 0.02% 371
2020
Q3 		$4.61M Buy
201,671
+14,200
+8% +$337K 0.03% 250
2020
Q2 		$4.49M Sell
187,471
-20,000
-10% -$454K 0.03% 262
2020
Q1 		$4.34M Buy
207,471
+182,185
+720% +$4.64M 0.04% 263
2019
Q4 		$682K Buy
25,286
+13,174
+109% +$343K ﹤0.01% 564
2019
Q3 		$285K Sell
12,112
-24,588
-67% -$553K ﹤0.01% 677
2019
Q2 		$719K Buy
+36,700
New +$736K 0.01% 568

Other funds holding CBZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.31B AUM 8.32% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s CBZ Position: Q4 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of CBIZ (CBZ) in Q4 2023, closing a stake of 4,672 shares — an estimated $242K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in CBZ in Q2 2019 and held it in 16 quarters. The position peaked at $4.61M in Q3 2020. 260 funds tracked by Wall St. Rank hold CBZ as of Q4 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining CBIZ position as of Q4 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 4,672 CBIZ shares in Q4 2023, an estimated $242K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in CBIZ in Q2 2019 and held it in 16 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s CBIZ position peaked at $4.61M in Q3 2020.
  • 260 funds tracked by Wall St. Rank held CBIZ as of Q4 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q4 2023, filed 13 Feb 2024.