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Millington Financial Advisors’s CBIZ CBZ Stock Holding History

Millington Financial Advisors’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
Q3 		– Sell
-30,564
Closed -$2.3M – 104
2025
Q2 		$2.3M Sell
30,564
-770
-2% -$55.7K 1.16% 26
2025
Q1 		$2.44M Buy
31,334
+805
+3% +$64.8K 1.5% 20
2024
Q4 		$2.63M Buy
30,529
+475
+2% +$35.5K 1.52% 19
2024
Q3 		$2.02M Buy
30,054
+726
+2% +$52.8K 1.26% 23
2024
Q2 		$2.17M Buy
29,328
+391
+1% +$29.5K 1.51% 19
2024
Q1 		$2.27M Buy
28,937
+872
+3% +$60.6K 1.62% 17
2023
Q4 		$1.76M Sell
28,065
-2,631
-9% -$149K 1.41% 19
2023
Q3 		$1.59M Buy
30,696
+882
+3% +$47.5K 1.43% 19
2023
Q2 		$1.59M Sell
29,814
-410
-1% -$21.1K 1.41% 20
2023
Q1 		$1.5M Sell
30,224
-1,346
-4% -$64.8K 1.38% 20
2022
Q4 		$1.48M Buy
+31,570
New +$1.5M 1.44% 19

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $210M AUM 1.23% 1-Year Est. Return
State Street
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