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North Star Investment Management’s CBIZ CBZ Stock Holding History

North Star 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
2025
Q1 		– Sell
-470
Closed -$38.5K – 1207
2024
Q4 		$38.5K Buy
+470
New +$35.1K ﹤0.01% 664

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

North Star Investment Management's CBZ Position: Q1 2025 in Review

North Star Investment Management sold out of CBIZ (CBZ) in Q1 2025, closing a stake of 470 shares — an estimated $38.5K sold.

North Star Investment Management first reported a position in CBZ in Q4 2024 and held it in 1 quarter. The position peaked at $38.5K in Q4 2024. 290 funds tracked by Wall St. Rank hold CBZ as of Q1 2025.

  • North Star Investment Management reported no remaining CBIZ position as of Q1 2025 after selling out during the quarter.
  • North Star Investment Management sold 470 CBIZ shares in Q1 2025, an estimated $38.5K.
  • North Star Investment Management first reported a position in CBIZ in Q4 2024 and held it in 1 quarter.
  • North Star Investment Management's CBIZ position peaked at $38.5K in Q4 2024.
  • 290 funds tracked by Wall St. Rank held CBIZ as of Q1 2025.

Based on North Star Investment Management's 13F filing for Q1 2025, filed 17 Apr 2025.