Group One Trading
CBZ icon

Group One Trading’s CBIZ CBZ Stock Holding History

Group One Trading’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 		– Hold
0
– – – 7630
2023
Q3 		– Hold
0
– – – 7876
2021
Q2 		– Sell
-423
Closed -$14K – 8316
2021
Q1 		$14K Buy
+423
New +$12.5K ﹤0.01% 6900
2014
Q3 		– Hold
0
– – – 5168
2014
Q2 		– Sell
-3,803
Closed -$33.1K – 5216
2014
Q1 		$35K Hold
3,803
– – ﹤0.01% 3892
2013
Q4 		$35K Buy
+3,803
New +$32.1K ﹤0.01% 3881

Other funds holding CBZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $893M AUM 8.32% 1-Year Est. Return