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Marshall Wace North America’s CBIZ CBZ Stock Holding History

Marshall Wace North America’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
2020
Q1 		– Sell
-6,393
Closed -$172K – 1252
2019
Q4 		$172K Buy
+6,393
New +$166K ﹤0.01% 995
2019
Q2 		– Sell
-5,267
Closed -$107K – 1199
2019
Q1 		$107K Hold
5,267
– – ﹤0.01% 1100
2018
Q4 		$104K Buy
+5,267
New +$113K ﹤0.01% 1073

Other funds holding CBZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Marshall Wace North America's CBZ Position: Q1 2020 in Review

Marshall Wace North America sold out of CBIZ (CBZ) in Q1 2020, closing a stake of 6,393 shares — an estimated $172K sold.

Marshall Wace North America first reported a position in CBZ in Q4 2018 and held it in 3 quarters. The position peaked at $172K in Q4 2019. 153 funds tracked by Wall St. Rank hold CBZ as of Q1 2020.

  • Marshall Wace North America reported no remaining CBIZ position as of Q1 2020 after selling out during the quarter.
  • Marshall Wace North America sold 6,393 CBIZ shares in Q1 2020, an estimated $172K.
  • Marshall Wace North America first reported a position in CBIZ in Q4 2018 and held it in 3 quarters.
  • Marshall Wace North America's CBIZ position peaked at $172K in Q4 2019.
  • 153 funds tracked by Wall St. Rank held CBIZ as of Q1 2020.

Based on Marshall Wace North America's 13F filing for Q1 2020, filed 15 May 2020.