KAM
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Karani Asset Management’s CBIZ CBZ Stock Holding History

Karani Asset 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
2020
Q4 		– Sell
-12,500
Closed -$286K – 54
2020
Q3 		$286K Hold
12,500
– – 0.19% 51
2020
Q2 		$300K Hold
12,500
– – 0.23% 45
2020
Q1 		$262K Hold
12,500
– – 0.28% 46
2019
Q4 		$337K Buy
+12,500
New +$325K 0.31% 46

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

Karani Asset Management's CBZ Position: Q4 2020 in Review

Karani Asset Management sold out of CBIZ (CBZ) in Q4 2020, closing a stake of 12,500 shares — an estimated $286K sold.

Karani Asset Management first reported a position in CBZ in Q4 2019 and held it in 4 quarters. The position peaked at $337K in Q4 2019. 166 funds tracked by Wall St. Rank hold CBZ as of Q4 2020.

  • Karani Asset Management reported no remaining CBIZ position as of Q4 2020 after selling out during the quarter.
  • Karani Asset Management sold 12,500 CBIZ shares in Q4 2020, an estimated $286K.
  • Karani Asset Management first reported a position in CBIZ in Q4 2019 and held it in 4 quarters.
  • Karani Asset Management's CBIZ position peaked at $337K in Q4 2019.
  • 166 funds tracked by Wall St. Rank held CBIZ as of Q4 2020.

Based on Karani Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.