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Harel Insurance Investments & Financial Services’s CBIZ CBZ Stock Holding History

Harel Insurance Investments & Financial Services’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
2018
Q4 		– Sell
-2,800
Closed -$66K – 470
2018
Q3 		$66K Buy
2,800
+1,300
+87% +$30.1K ﹤0.01% 311
2018
Q2 		$35K Buy
+1,500
New +$30.3K ﹤0.01% 327

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Harel Insurance Investments & Financial Services's CBZ Position: Q4 2018 in Review

Harel Insurance Investments & Financial Services sold out of CBIZ (CBZ) in Q4 2018, closing a stake of 2,800 shares — an estimated $66K sold.

Harel Insurance Investments & Financial Services first reported a position in CBZ in Q2 2018 and held it in 2 quarters. The position peaked at $66K in Q3 2018. 148 funds tracked by Wall St. Rank hold CBZ as of Q4 2018.

  • Harel Insurance Investments & Financial Services reported no remaining CBIZ position as of Q4 2018 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,800 CBIZ shares in Q4 2018, an estimated $66K.
  • Harel Insurance Investments & Financial Services first reported a position in CBIZ in Q2 2018 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's CBIZ position peaked at $66K in Q3 2018.
  • 148 funds tracked by Wall St. Rank held CBIZ as of Q4 2018.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2018, filed 29 Jan 2019.