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McElhenny Sheffield Capital Management’s CBIZ CBZ Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-1,000
Closed -$46.9K – 161
2022
Q4 		$46.9K Buy
+1,000
New +$47.5K 0.02% 189

Other funds holding CBZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

McElhenny Sheffield Capital Management's CBZ Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of CBIZ (CBZ) in Q1 2023, closing a stake of 1,000 shares — an estimated $46.9K sold.

McElhenny Sheffield Capital Management first reported a position in CBZ in Q4 2022 and held it in 1 quarter. The position peaked at $46.9K in Q4 2022. 227 funds tracked by Wall St. Rank hold CBZ as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining CBIZ position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,000 CBIZ shares in Q1 2023, an estimated $46.9K.
  • McElhenny Sheffield Capital Management first reported a position in CBIZ in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's CBIZ position peaked at $46.9K in Q4 2022.
  • 227 funds tracked by Wall St. Rank held CBIZ as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.