Lazard Asset Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-960
| Closed | -$68K | – | 1887 |
|
|
2025
Q2 | $68K | Buy |
960
+32
| +3% | +$2.31K | ﹤0.01% | 1952 |
|
|
2025
Q1 | $70K | Buy |
+928
| New | +$74.6K | ﹤0.01% | 1913 |
|
|
2024
Q4 | – | Sell |
-5,634
| Closed | -$378K | – | 2308 |
|
|
2024
Q3 | $378K | Hold |
5,634
| – | – | ﹤0.01% | 1442 |
|
|
2024
Q2 | $417K | Buy |
5,634
+2,594
| +85% | +$196K | ﹤0.01% | 1273 |
|
|
2024
Q1 | $238K | Sell |
3,040
-7,755
| -72% | -$539K | ﹤0.01% | 1244 |
|
|
2023
Q4 | $675K | Buy |
10,795
+2,736
| +34% | +$154K | ﹤0.01% | 1041 |
|
|
2023
Q3 | $418K | Buy |
8,059
+4,358
| +118% | +$235K | ﹤0.01% | 1197 |
|
|
2023
Q2 | $197K | Buy |
+3,701
| New | +$190K | ﹤0.01% | 1351 |
|
|
2023
Q1 | – | Sell |
-55,307
| Closed | -$2.59M | – | 2315 |
|
|
2022
Q4 | $2.59M | Sell |
55,307
-3,454
| -6% | -$164K | ﹤0.01% | 866 |
|
|
2022
Q3 | $2.51M | Buy |
58,761
+8,696
| +17% | +$380K | ﹤0.01% | 837 |
|
|
2022
Q2 | $2M | Sell |
50,065
-1,611
| -3% | -$65.1K | ﹤0.01% | 906 |
|
|
2022
Q1 | $2.17M | Sell |
51,676
-10,606
| -17% | -$415K | ﹤0.01% | 888 |
|
|
2021
Q4 | $2.44M | Sell |
62,282
-1,665
| -3% | -$62.1K | ﹤0.01% | 900 |
|
|
2021
Q3 | $2.07M | Sell |
63,947
-34,767
| -35% | -$1.13M | ﹤0.01% | 907 |
|
|
2021
Q2 | $3.23M | Buy |
98,714
+27,859
| +39% | +$931K | ﹤0.01% | 788 |
|
|
2021
Q1 | $2.31M | Buy |
70,855
+56,678
| +400% | +$1.67M | ﹤0.01% | 772 |
|
|
2020
Q4 | $377K | Buy |
14,177
+11,398
| +410% | +$280K | ﹤0.01% | 1021 |
|
|
2020
Q3 | $63K | Sell |
2,779
-45
| -2% | -$1.07K | ﹤0.01% | 1118 |
|
|
2020
Q2 | $67K | Sell |
2,824
-15,471
| -85% | -$351K | ﹤0.01% | 1136 |
|
|
2020
Q1 | $382K | Buy |
+18,295
| New | +$466K | ﹤0.01% | 829 |
|
Other funds holding CBZ
DCP
BAM
PCP
