Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s CBIZ CBZ Stock Holding History

Kayne Anderson Rudnick 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
2024
Q4 		– Sell
-111
Closed -$7.47K – 993
2024
Q3 		$7.47K Buy
+111
New +$8.07K ﹤0.01% 701
2019
Q1 		– Sell
-13,383
Closed -$264K – 338
2018
Q4 		$264K Buy
+13,383
New +$286K ﹤0.01% 343

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's CBZ Position: Q4 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of CBIZ (CBZ) in Q4 2024, closing a stake of 111 shares — an estimated $7.47K sold.

Kayne Anderson Rudnick Investment Management first reported a position in CBZ in Q4 2018 and held it in 2 quarters. The position peaked at $264K in Q4 2018. 282 funds tracked by Wall St. Rank hold CBZ as of Q4 2024.

  • Kayne Anderson Rudnick Investment Management reported no remaining CBIZ position as of Q4 2024 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 111 CBIZ shares in Q4 2024, an estimated $7.47K.
  • Kayne Anderson Rudnick Investment Management first reported a position in CBIZ in Q4 2018 and held it in 2 quarters.
  • Kayne Anderson Rudnick Investment Management's CBIZ position peaked at $264K in Q4 2018.
  • 282 funds tracked by Wall St. Rank held CBIZ as of Q4 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.