nVerses Capital’s CBIZ CBZ Stock Holding History

nVerses Capital’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 Q4	–	Sell	-3,300	Closed	-$222K	–	145
2024 Q3	$222K	Buy	+3,300	New	+$240K	0.1%	301
2024 Q2	–	Sell	-2,200	Closed	-$173K	–	1017
2024 Q1	$173K	Buy	+2,200	New	+$153K	0.41%	81

Other funds holding CBZ

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

nVerses Capital's CBZ Position: Q4 2024 in Review

nVerses Capital sold out of CBIZ (CBZ) in Q4 2024, closing a stake of 3,300 shares — an estimated $222K sold.

nVerses Capital first reported a position in CBZ in Q1 2024 and held it in 2 quarters. The position peaked at $222K in Q3 2024. 283 funds tracked by Wall St. Rank hold CBZ as of Q4 2024.

nVerses Capital reported no remaining CBIZ position as of Q4 2024 after selling out during the quarter.
nVerses Capital sold 3,300 CBIZ shares in Q4 2024, an estimated $222K.
nVerses Capital first reported a position in CBIZ in Q1 2024 and held it in 2 quarters.
nVerses Capital's CBIZ position peaked at $222K in Q3 2024.
283 funds tracked by Wall St. Rank held CBIZ as of Q4 2024.

Based on nVerses Capital's 13F filing for Q4 2024.