NIG
CBZ icon

NFJ Investment Group’s CBIZ CBZ Stock Holding History

NFJ Investment Group’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
2022
Q3 		– Sell
-54,466
Closed -$2.18M – 307
2022
Q2 		$2.18M Sell
54,466
-85,381
-61% -$3.45M 0.05% 260
2022
Q1 		$5.87M Sell
139,847
-6,518
-4% -$255K 0.12% 182
2021
Q4 		$5.73M Sell
146,365
-8,389
-5% -$313K 0.1% 202
2021
Q3 		$5M Sell
154,754
-18,653
-11% -$607K 0.1% 219
2021
Q2 		$5.68M Sell
173,407
-4,846
-3% -$162K 0.11% 213
2021
Q1 		$5.82M Buy
+178,253
New +$5.25M 0.12% 215

Other funds holding CBZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

NFJ Investment Group's CBZ Position: Q3 2022 in Review

NFJ Investment Group sold out of CBIZ (CBZ) in Q3 2022, closing a stake of 54,466 shares — an estimated $2.18M sold.

NFJ Investment Group first reported a position in CBZ in Q1 2021 and held it in 6 quarters. The position peaked at $5.87M in Q1 2022. 208 funds tracked by Wall St. Rank hold CBZ as of Q3 2022.

  • NFJ Investment Group reported no remaining CBIZ position as of Q3 2022 after selling out during the quarter.
  • NFJ Investment Group sold 54,466 CBIZ shares in Q3 2022, an estimated $2.18M.
  • NFJ Investment Group first reported a position in CBIZ in Q1 2021 and held it in 6 quarters.
  • NFJ Investment Group's CBIZ position peaked at $5.87M in Q1 2022.
  • 208 funds tracked by Wall St. Rank held CBIZ as of Q3 2022.

Based on NFJ Investment Group's 13F filing for Q3 2022, filed 14 Nov 2022.