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Jackson Square Capital’s CBIZ CBZ Stock Holding History

Jackson Square Capital’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
2020
Q4 		– Sell
-300
Closed -$7K – 178
2020
Q3 		$7K Hold
300
– – ﹤0.01% 276
2020
Q2 		$7K Hold
300
– – ﹤0.01% 256
2020
Q1 		$6K Hold
300
– – ﹤0.01% 249
2019
Q4 		$8K Buy
+300
New +$7.81K ﹤0.01% 272

Other funds holding CBZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jackson Square Capital's CBZ Position: Q4 2020 in Review

Jackson Square Capital sold out of CBIZ (CBZ) in Q4 2020, closing a stake of 300 shares — an estimated $7K sold.

Jackson Square Capital first reported a position in CBZ in Q4 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 166 funds tracked by Wall St. Rank hold CBZ as of Q4 2020.

  • Jackson Square Capital reported no remaining CBIZ position as of Q4 2020 after selling out during the quarter.
  • Jackson Square Capital sold 300 CBIZ shares in Q4 2020, an estimated $7K.
  • Jackson Square Capital first reported a position in CBIZ in Q4 2019 and held it in 4 quarters.
  • Jackson Square Capital's CBIZ position peaked at $8K in Q4 2019.
  • 166 funds tracked by Wall St. Rank held CBIZ as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.