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Hillsdale Investment Management’s CBIZ CBZ Stock Holding History

Hillsdale Investment Management’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
Q3 		– Sell
-80
Closed -$4.26K – 576
2023
Q2 		$4.26K Sell
80
-17,320
-100% -$891K ﹤0.01% 459
2023
Q1 		$861K Hold
17,400
– – 0.07% 194
2022
Q4 		$815K Hold
17,400
– – 0.07% 193
2022
Q3 		$744K Buy
+17,400
New +$761K 0.07% 217
2021
Q1 		– Sell
-34,900
Closed -$929K – 549
2020
Q4 		$929K Sell
34,900
-1,000
-3% -$24.6K 0.09% 236
2020
Q3 		$821K Buy
35,900
+5,300
+17% +$126K 0.08% 236
2020
Q2 		$733K Sell
30,600
-1,000
-3% -$22.7K 0.07% 253
2020
Q1 		$661K Hold
31,600
– – 0.08% 228
2019
Q4 		$852K Buy
+31,600
New +$822K 0.07% 236

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hillsdale Investment Management's CBZ Position: Q3 2023 in Review

Hillsdale Investment Management sold out of CBIZ (CBZ) in Q3 2023, closing a stake of 80 shares — an estimated $4.26K sold.

Hillsdale Investment Management first reported a position in CBZ in Q4 2019 and held it in 9 quarters. The position peaked at $929K in Q4 2020. 245 funds tracked by Wall St. Rank hold CBZ as of Q3 2023.

  • Hillsdale Investment Management reported no remaining CBIZ position as of Q3 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 80 CBIZ shares in Q3 2023, an estimated $4.26K.
  • Hillsdale Investment Management first reported a position in CBIZ in Q4 2019 and held it in 9 quarters.
  • Hillsdale Investment Management's CBIZ position peaked at $929K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held CBIZ as of Q3 2023.

Based on Hillsdale Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.