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Nebula Research & Development’s CBIZ CBZ Stock Holding History

Nebula Research & Development’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
2024
Q3 		– Sell
-2,862
Closed -$212K – 953
2024
Q2 		$212K Buy
+2,862
New +$216K 0.03% 715

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nebula Research & Development's CBZ Position: Q3 2024 in Review

Nebula Research & Development sold out of CBIZ (CBZ) in Q3 2024, closing a stake of 2,862 shares — an estimated $212K sold.

Nebula Research & Development first reported a position in CBZ in Q2 2024 and held it in 1 quarter. The position peaked at $212K in Q2 2024. 286 funds tracked by Wall St. Rank hold CBZ as of Q3 2024.

  • Nebula Research & Development reported no remaining CBIZ position as of Q3 2024 after selling out during the quarter.
  • Nebula Research & Development sold 2,862 CBIZ shares in Q3 2024, an estimated $212K.
  • Nebula Research & Development first reported a position in CBIZ in Q2 2024 and held it in 1 quarter.
  • Nebula Research & Development's CBIZ position peaked at $212K in Q2 2024.
  • 286 funds tracked by Wall St. Rank held CBIZ as of Q3 2024.

Based on Nebula Research & Development's 13F filing for Q3 2024, filed 14 Nov 2024.