I
CBZ icon

InceptionR’s CBIZ CBZ Stock Holding History

InceptionR’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
2025
Q1 		– Sell
-4,830
Closed -$395K – 577
2024
Q4 		$395K Buy
+4,830
New +$361K 0.09% 391
2024
Q3 		– Sell
-6,199
Closed -$459K – 653
2024
Q2 		$459K Buy
6,199
+2,571
+71% +$194K 0.13% 303
2024
Q1 		$285K Buy
+3,628
New +$252K 0.07% 431
2023
Q4 		– Sell
-5,483
Closed -$285K – 371
2023
Q3 		$285K Buy
+5,483
New +$295K 0.16% 266
2023
Q2 		– Sell
-12,178
Closed -$603K – 432
2023
Q1 		$603K Buy
12,178
+1,675
+16% +$80.7K 0.19% 201
2022
Q4 		$492K Buy
+10,503
New +$499K 0.26% 169

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
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
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

InceptionR's CBZ Position: Q1 2025 in Review

InceptionR sold out of CBIZ (CBZ) in Q1 2025, closing a stake of 4,830 shares — an estimated $395K sold.

InceptionR first reported a position in CBZ in Q4 2022 and held it in 6 quarters. The position peaked at $603K in Q1 2023. 290 funds tracked by Wall St. Rank hold CBZ as of Q1 2025.

  • InceptionR reported no remaining CBIZ position as of Q1 2025 after selling out during the quarter.
  • InceptionR sold 4,830 CBIZ shares in Q1 2025, an estimated $395K.
  • InceptionR first reported a position in CBIZ in Q4 2022 and held it in 6 quarters.
  • InceptionR's CBIZ position peaked at $603K in Q1 2023.
  • 290 funds tracked by Wall St. Rank held CBIZ as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.