Lazard Asset Management
CBZ icon

Lazard Asset Management’s CBIZ CBZ Stock Holding History

Lazard Asset 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
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 – 2307
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 – 2314
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management's CBZ Position: Q3 2025 in Review

Lazard Asset Management sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 960 shares — an estimated $68K sold.

Lazard Asset Management first reported a position in CBZ in Q1 2020 and held it in 20 quarters. The position peaked at $3.23M in Q2 2021. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Lazard Asset Management reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 960 CBIZ shares in Q3 2025, an estimated $68K.
  • Lazard Asset Management first reported a position in CBIZ in Q1 2020 and held it in 20 quarters.
  • Lazard Asset Management's CBIZ position peaked at $3.23M in Q2 2021.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.