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Laurus Investment Counsel’s CBIZ CBZ Stock Holding History

Laurus Investment Counsel’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
2025
Q3 		– Sell
-7,820
Closed -$561K – 45
2025
Q2 		$561K Sell
7,820
-6,200
-44% -$449K 0.37% 37
2025
Q1 		$1.06M Sell
14,020
-14,870
-51% -$1.2M 0.71% 28
2024
Q4 		$2.36M Hold
28,890
– – 1.22% 22
2024
Q3 		$2.63M Sell
28,890
-27,710
-49% -$2.01M 1.02% 24
2024
Q2 		$5.74M Hold
56,600
– – 2.37% 12
2024
Q1 		$6.02M Hold
56,600
– – 2.11% 15
2023
Q4 		$4.7M Sell
56,600
-2,600
-4% -$147K 1.7% 17
2023
Q3 		$4.14M Hold
59,200
– – 1.74% 15
2023
Q2 		$4.18M Buy
59,200
+3,930
+7% +$202K 1.5% 16
2023
Q1 		$3.7M Buy
55,270
+2,340
+4% +$113K 1.32% 17
2022
Q4 		$3.36M Buy
52,930
+26,840
+103% +$1.28M 1.25% 18
2022
Q3 		$1.53M Hold
26,090
– – 0.56% 29
2022
Q2 		$1.04M Sell
26,090
-13,280
-34% -$537K 0.5% 31
2022
Q1 		$1.65M Hold
39,370
– – 0.62% 25
2021
Q4 		$1.97M Buy
39,370
+11,020
+39% +$411K 0.51% 25
2021
Q3 		$1.16M Buy
28,350
+6,710
+31% +$218K 0.33% 30
2021
Q2 		$880K Hold
21,640
– – 0.27% 35
2021
Q1 		$707K Buy
+21,640
New +$637K 0.27% 36

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurus Investment Counsel's CBZ Position: Q3 2025 in Review

Laurus Investment Counsel sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 7,820 shares — an estimated $561K sold.

Laurus Investment Counsel first reported a position in CBZ in Q1 2021 and held it in 18 quarters. The position peaked at $6.02M in Q1 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Laurus Investment Counsel reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Laurus Investment Counsel sold 7,820 CBIZ shares in Q3 2025, an estimated $561K.
  • Laurus Investment Counsel first reported a position in CBIZ in Q1 2021 and held it in 18 quarters.
  • Laurus Investment Counsel's CBIZ position peaked at $6.02M in Q1 2024.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Laurus Investment Counsel's 13F filing for Q3 2025, filed 3 Nov 2025.