Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PP
Paloma Partners’s
CBIZ
CBZ
Stock Holding History
Paloma Partners’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
Q2
–
Sell
-5,755
Closed
-$242K
–
1187
2022
Q1
$242K
Buy
5,755
+270
+5%
+$10.6K
0.02%
1286
2021
Q4
$215K
Buy
+5,485
New
+$204K
0.01%
1568
2021
Q2
–
Sell
-13,435
Closed
-$439K
–
1821
2021
Q1
$439K
Buy
+13,435
New
+$396K
0.01%
1213
2020
Q1
–
Sell
-20,033
Closed
-$540K
–
1339
2019
Q4
$540K
Buy
+20,033
New
+$521K
0.01%
1355
2014
Q1
–
Sell
-11,642
Closed
-$106K
–
713
2013
Q4
$106K
Buy
+11,642
New
+$98.1K
0.01%
947
Other funds holding CBZ
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
PCP
P2 Capital Partners
New York
$210M AUM
1.23%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
EVM
Eaton Vance Management
Boston, Massachusetts
$67.5B AUM
11.44%
1-Year Est. Return
BAM
Burgundy Asset Management
Toronto, Ontario, Canada
$10.6B AUM
13.39%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
SAM
Silvercrest Asset Management
New York
$13.8B AUM
28.39%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close