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McIlrath & Eck’s CBIZ CBZ Stock Holding History

McIlrath & Eck’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
-557
Closed -$45.6K – 941
2024
Q4 		$45.6K Buy
557
+367
+193% +$27.4K 0.01% 332
2024
Q3 		$12.8K Sell
190
-283
-60% -$20.6K ﹤0.01% 577
2024
Q2 		$35K Buy
473
+229
+94% +$17.3K 0.01% 343
2024
Q1 		$19.2K Buy
244
+186
+321% +$12.9K ﹤0.01% 467
2023
Q4 		$3.63K Buy
+58
New +$3.27K ﹤0.01% 737

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McIlrath & Eck's CBZ Position: Q1 2025 in Review

McIlrath & Eck sold out of CBIZ (CBZ) in Q1 2025, closing a stake of 557 shares — an estimated $45.6K sold.

McIlrath & Eck first reported a position in CBZ in Q4 2023 and held it in 5 quarters. The position peaked at $45.6K in Q4 2024. 290 funds tracked by Wall St. Rank hold CBZ as of Q1 2025.

  • McIlrath & Eck reported no remaining CBIZ position as of Q1 2025 after selling out during the quarter.
  • McIlrath & Eck sold 557 CBIZ shares in Q1 2025, an estimated $45.6K.
  • McIlrath & Eck first reported a position in CBIZ in Q4 2023 and held it in 5 quarters.
  • McIlrath & Eck's CBIZ position peaked at $45.6K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held CBIZ as of Q1 2025.

Based on McIlrath & Eck's 13F filing for Q1 2025, filed 16 May 2025.