Meeder Asset Management’s CBIZ CBZ Stock Holding History

Meeder 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
2020 Q2	–	Sell	-5,066	Closed	-$106K	–	2092
2020 Q1	$106K	Sell	5,066 -165	-3%	-$4.2K	0.01%	694
2019 Q4	$141K	Buy	+5,231	New	+$136K	0.01%	699
2019 Q1	–	Sell	-1,377	Closed	-$27K	–	1714
2018 Q4	$27K	Buy	1,377 +756	+122%	+$16.2K	﹤0.01%	972
2018 Q3	$15K	Hold	621	–	–	﹤0.01%	1085
2018 Q2	$14.3K	Buy	+621	New	+$12.6K	﹤0.01%	1051
2015 Q1	–	Sell	-22,125	Closed	-$191K	–	518
2014 Q4	$191K	Buy	+22,125	New	+$191K	0.02%	378

Other funds holding CBZ

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

BAM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meeder Asset Management's CBZ Position: Q2 2020 in Review

Meeder Asset Management sold out of CBIZ (CBZ) in Q2 2020, closing a stake of 5,066 shares — an estimated $106K sold.

Meeder Asset Management first reported a position in CBZ in Q4 2014 and held it in 6 quarters. The position peaked at $191K in Q4 2014. 156 funds tracked by Wall St. Rank hold CBZ as of Q2 2020.

Meeder Asset Management reported no remaining CBIZ position as of Q2 2020 after selling out during the quarter.
Meeder Asset Management sold 5,066 CBIZ shares in Q2 2020, an estimated $106K.
Meeder Asset Management first reported a position in CBIZ in Q4 2014 and held it in 6 quarters.
Meeder Asset Management's CBIZ position peaked at $191K in Q4 2014.
156 funds tracked by Wall St. Rank held CBIZ as of Q2 2020.

Based on Meeder Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.