Man Group

Man Group’s CBIZ CBZ Stock Holding History

Man Group’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 Q1	–	Sell	-11,825	Closed	-$968K	–	2189
2024 Q4	$968K	Buy	+11,825	New	+$884K	﹤0.01%	1493
2024 Q3	–	Sell	-11,616	Closed	-$861K	–	1993
2024 Q2	$861K	Buy	+11,616	New	+$878K	﹤0.01%	1547
2023 Q1	–	Sell	-253,731	Closed	-$11.9M	–	2091
2022 Q4	$11.9M	Buy	253,731 +5,317	+2%	+$253K	0.04%	501
2022 Q3	$10.6M	Buy	+248,414	New	+$10.9M	0.05%	453
2022 Q2	–	Hold	0	–	–	–	614
2021 Q4	–	Sell	-6,321	Closed	-$205K	–	1963
2021 Q3	$205K	Buy	+6,321	New	+$206K	﹤0.01%	1755
2020 Q4	–	Sell	-31,300	Closed	-$716K	–	1825
2020 Q3	$716K	Buy	31,300 +100	+0.3%	+$2.38K	﹤0.01%	1460
2020 Q2	$748K	Buy	+31,200	New	+$708K	﹤0.01%	1355
2019 Q3	–	Sell	-14,249	Closed	-$280K	–	1791
2019 Q2	$280K	Buy	14,249 +3,487	+32%	+$69.9K	﹤0.01%	1761
2019 Q1	$218K	Buy	+10,762	New	+$218K	﹤0.01%	1870
2018 Q4	–	Sell	-22,678	Closed	-$537K	–	1933
2018 Q3	$537K	Buy	+22,678	New	+$525K	﹤0.01%	1821

Other funds holding CBZ

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Dimensional Fund Advisors

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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