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Paradice Investment Management’s CBIZ CBZ Stock Holding History

Paradice 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
Q3 		– Sell
-160,227
Closed -$11.9M – 26
2024
Q2 		$11.9M Hold
160,227
– – 2.1% 22
2024
Q1 		$12.6M Sell
160,227
-99,045
-38% -$6.89M 2.18% 21
2023
Q4 		$16.2M Sell
259,272
-361,945
-58% -$20.4M 2.04% 24
2023
Q3 		$32.2M Sell
621,217
-55,267
-8% -$2.98M 2.76% 19
2023
Q2 		$36M Sell
676,484
-24,579
-4% -$1.26M 2.68% 19
2023
Q1 		$34.7M Sell
701,063
-10,916
-2% -$526K 2.64% 19
2022
Q4 		$33.4M Sell
711,979
-8,008
-1% -$381K 2.59% 20
2022
Q3 		$30.8M Sell
719,987
-235,925
-25% -$10.3M 2.63% 19
2022
Q2 		$38.2M Sell
955,912
-76,371
-7% -$3.09M 2.92% 17
2022
Q1 		$43.3M Sell
1,032,283
-320,433
-24% -$12.5M 2.54% 20
2021
Q4 		$52.9M Sell
1,352,716
-25,054
-2% -$934K 2.32% 20
2021
Q3 		$44.6M Buy
1,377,770
+63,713
+5% +$2.07M 2.02% 22
2021
Q2 		$43.1M Sell
1,314,057
-38,211
-3% -$1.28M 2% 23
2021
Q1 		$44.2M Sell
1,352,268
-3,379
-0.2% -$99.5K 2.12% 21
2020
Q4 		$36.1M Buy
1,355,647
+54,792
+4% +$1.35M 2.03% 21
2020
Q3 		$29.8M Buy
1,300,855
+611,536
+89% +$14.5M 2.16% 21
2020
Q2 		$16.5M Buy
+689,319
New +$15.6M 1.24% 24

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paradice Investment Management's CBZ Position: Q3 2024 in Review

Paradice Investment Management sold out of CBIZ (CBZ) in Q3 2024, closing a stake of 160,227 shares — an estimated $11.9M sold.

Paradice Investment Management first reported a position in CBZ in Q2 2020 and held it in 17 quarters. The position peaked at $52.9M in Q4 2021. 286 funds tracked by Wall St. Rank hold CBZ as of Q3 2024.

  • Paradice Investment Management reported no remaining CBIZ position as of Q3 2024 after selling out during the quarter.
  • Paradice Investment Management sold 160,227 CBIZ shares in Q3 2024, an estimated $11.9M.
  • Paradice Investment Management first reported a position in CBIZ in Q2 2020 and held it in 17 quarters.
  • Paradice Investment Management's CBIZ position peaked at $52.9M in Q4 2021.
  • 286 funds tracked by Wall St. Rank held CBIZ as of Q3 2024.

Based on Paradice Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.