KB Financial Partners’s CBIZ CBZ Stock Holding History

KB Financial Partners’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
2023 Q3	$7K	Hold	126	–	–	﹤0.01%	404
2023 Q2	$7K	Hold	126	–	–	﹤0.01%	410
2023 Q1	$6K	Hold	126	–	–	﹤0.01%	408
2022 Q4	$6K	Sell	126 -31	-20%	-$1.47K	﹤0.01%	401
2022 Q3	$7K	Hold	157	–	–	﹤0.01%	387
2022 Q2	$6K	Sell	157 -88	-36%	-$3.56K	﹤0.01%	392
2022 Q1	$10K	Hold	245	–	–	﹤0.01%	406
2021 Q4	$10K	Buy	+245	New	+$9.13K	﹤0.01%	424
2021 Q3	–	Sell	-245	Closed	-$8K	–	228
2021 Q2	$8K	Sell	245 -63	-20%	-$2.11K	﹤0.01%	423
2021 Q1	$10K	Buy	+308	New	+$9.07K	﹤0.01%	443

Other funds holding CBZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BAM

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KB Financial Partners's CBZ Position: Q3 2023 in Review

KB Financial Partners held its CBIZ (CBZ) position steady in Q3 2023 at 126 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

KB Financial Partners first reported a position in CBZ in Q1 2021 and has held it in 10 quarters since. The position peaked at $10K in Q1 2022. 245 funds tracked by Wall St. Rank hold CBZ as of Q3 2023.

KB Financial Partners held 126 shares of CBIZ worth $7K as of Q3 2023.
KB Financial Partners left its CBIZ share count unchanged in Q3 2023.
CBIZ made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #404 holding.
KB Financial Partners first reported a position in CBIZ in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's CBIZ position peaked at $10K in Q1 2022.
245 funds tracked by Wall St. Rank held CBIZ as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.