James Investment Research’s CBIZ CBZ Stock Holding History

James Investment Research’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 Q3	–	Sell	-103,290	Closed	-$2.38M	–	799
2018 Q2	$2.38M	Buy	+103,290	New	+$2.09M	0.09%	245

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $246M AUM 17.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

James Investment Research's CBZ Position: Q3 2018 in Review

James Investment Research sold out of CBIZ (CBZ) in Q3 2018, closing a stake of 103,290 shares — an estimated $2.38M sold.

James Investment Research first reported a position in CBZ in Q2 2018 and held it in 1 quarter. The position peaked at $2.38M in Q2 2018. 153 funds tracked by Wall St. Rank hold CBZ as of Q3 2018.

James Investment Research reported no remaining CBIZ position as of Q3 2018 after selling out during the quarter.
James Investment Research sold 103,290 CBIZ shares in Q3 2018, an estimated $2.38M.
James Investment Research first reported a position in CBIZ in Q2 2018 and held it in 1 quarter.
James Investment Research's CBIZ position peaked at $2.38M in Q2 2018.
153 funds tracked by Wall St. Rank held CBIZ as of Q3 2018.

Based on James Investment Research's 13F filing for Q3 2018, filed 26 Oct 2018.