New York Life Investment Management’s CBIZ CBZ Stock Holding History

New York Life Investment 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
2024 Q2	–	Sell	-4,569	Closed	-$359K	–	937
2024 Q1	$359K	Sell	4,569 -2,409	-35%	-$167K	﹤0.01%	1237
2023 Q4	$437K	Sell	6,978 -216	-3%	-$12.2K	﹤0.01%	934
2023 Q3	$373K	Sell	7,194 -1,134	-14%	-$61.1K	﹤0.01%	950
2023 Q2	$444K	Sell	8,328 -1,258	-13%	-$64.7K	﹤0.01%	830
2023 Q1	$474K	Sell	9,586 -3,930	-29%	-$189K	0.01%	1015
2022 Q4	$633K	Buy	13,516 +1,450	+12%	+$68.9K	0.01%	731
2022 Q3	$516K	Buy	12,066 +955	+9%	+$41.8K	0.01%	717
2022 Q2	$444K	Buy	+11,111	New	+$449K	0.01%	804

Other funds holding CBZ

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

New York Life Investment Management's CBZ Position: Q2 2024 in Review

New York Life Investment Management sold out of CBIZ (CBZ) in Q2 2024, closing a stake of 4,569 shares — an estimated $359K sold.

New York Life Investment Management first reported a position in CBZ in Q2 2022 and held it in 8 quarters. The position peaked at $633K in Q4 2022. 276 funds tracked by Wall St. Rank hold CBZ as of Q2 2024.

New York Life Investment Management reported no remaining CBIZ position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 4,569 CBIZ shares in Q2 2024, an estimated $359K.
New York Life Investment Management first reported a position in CBIZ in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's CBIZ position peaked at $633K in Q4 2022.
276 funds tracked by Wall St. Rank held CBIZ as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.