Kistler-Tiffany Companies’s CBIZ CBZ Stock Holding History

Kistler-Tiffany Companies’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
2021 Q1	–	Sell	-1,000	Closed	-$27K	–	671
2020 Q4	$27K	Hold	1,000	–	–	0.01%	378
2020 Q3	$23K	Hold	1,000	–	–	0.01%	370
2020 Q2	$24K	Hold	1,000	–	–	0.01%	339
2020 Q1	$27K	Hold	1,000	–	–	0.01%	325
2019 Q4	$27K	Hold	1,000	–	–	0.01%	332
2019 Q3	$24K	Hold	1,000	–	–	0.01%	341
2019 Q2	$20K	Sell	1,000 -500	-33%	-$10K	0.01%	356
2019 Q1	$30K	Sell	1,500 -500	-25%	-$10.1K	0.01%	304
2018 Q4	$39K	Hold	2,000	–	–	0.02%	250
2018 Q3	$47K	Hold	2,000	–	–	0.02%	262
2018 Q2	$46K	Sell	2,000 -1,000	-33%	-$20.2K	0.02%	260
2018 Q1	$55K	Hold	3,000	–	–	0.02%	257
2017 Q4	$46K	Sell	3,000 -2,000	-40%	-$31.5K	0.02%	295
2017 Q3	$81K	Hold	5,000	–	–	0.03%	222
2017 Q2	$75K	Hold	5,000	–	–	0.03%	222
2017 Q1	$68K	Hold	5,000	–	–	0.03%	221
2016 Q4	$69K	Hold	5,000	–	–	0.03%	217
2016 Q3	$56K	Hold	5,000	–	–	0.03%	241
2016 Q2	$52K	Hold	5,000	–	–	0.03%	250
2016 Q1	$50K	Hold	5,000	–	–	0.03%	243
2015 Q4	$49K	Hold	5,000	–	–	0.03%	251
2015 Q3	$49K	Hold	5,000	–	–	0.03%	254
2015 Q2	$48K	Hold	5,000	–	–	0.03%	259
2015 Q1	$47K	Hold	5,000	–	–	0.03%	239
2014 Q4	$43K	Hold	5,000	–	–	0.03%	254
2014 Q3	$39K	Hold	5,000	–	–	0.03%	264
2014 Q2	$45K	Hold	5,000	–	–	0.03%	242
2014 Q1	$46K	Hold	5,000	–	–	0.03%	234
2013 Q4	$46K	Hold	5,000	–	–	0.03%	234
2013 Q3	$37K	Hold	5,000	–	–	0.03%	265
2013 Q2	$34K	Buy	+5,000	New	+$32.4K	0.03%	263

Other funds holding CBZ

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

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

PCP

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BAM

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Kistler-Tiffany Companies's CBZ Position: Q1 2021 in Review

Kistler-Tiffany Companies sold out of CBIZ (CBZ) in Q1 2021, closing a stake of 1,000 shares — an estimated $27K sold.

Kistler-Tiffany Companies first reported a position in CBZ in Q2 2013 and held it in 31 quarters. The position peaked at $81K in Q3 2017. 168 funds tracked by Wall St. Rank hold CBZ as of Q1 2021.

Kistler-Tiffany Companies reported no remaining CBIZ position as of Q1 2021 after selling out during the quarter.
Kistler-Tiffany Companies sold 1,000 CBIZ shares in Q1 2021, an estimated $27K.
Kistler-Tiffany Companies first reported a position in CBIZ in Q2 2013 and held it in 31 quarters.
Kistler-Tiffany Companies's CBIZ position peaked at $81K in Q3 2017.
168 funds tracked by Wall St. Rank held CBIZ as of Q1 2021.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2021, filed 7 May 2021.