PDT Partners’s CBIZ CBZ Stock Holding History

PDT 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
2023 Q1	–	Sell	-10,783	Closed	-$505K	–	588
2022 Q4	$505K	Buy	+10,783	New	+$513K	0.08%	388
2017 Q3	–	Sell	-20,900	Closed	-$314K	–	523
2017 Q2	$314K	Sell	20,900 -8,100	-28%	-$121K	0.01%	448
2017 Q1	$393K	Buy	29,000 +7,518	+35%	+$101K	0.02%	399
2016 Q4	$294K	Buy	21,482 +82	+0.4%	+$994	0.02%	440
2016 Q3	$239K	Buy	+21,400	New	+$238K	0.01%	426
2015 Q3	–	Sell	-14,900	Closed	-$144K	–	1297
2015 Q2	$144K	Buy	14,900 +1,419	+11%	+$13.3K	﹤0.01%	1277
2015 Q1	$126K	Buy	+13,481	New	+$118K	﹤0.01%	1315
2013 Q3	–	Sell	-60,988	Closed	-$409K	–	1513
2013 Q2	$409K	Buy	+60,988	New	+$395K	0.01%	1146

Other funds holding CBZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

PDT Partners's CBZ Position: Q1 2023 in Review

PDT Partners sold out of CBIZ (CBZ) in Q1 2023, closing a stake of 10,783 shares — an estimated $505K sold.

PDT Partners first reported a position in CBZ in Q2 2013 and held it in 8 quarters. The position peaked at $505K in Q4 2022. 227 funds tracked by Wall St. Rank hold CBZ as of Q1 2023.

PDT Partners reported no remaining CBIZ position as of Q1 2023 after selling out during the quarter.
PDT Partners sold 10,783 CBIZ shares in Q1 2023, an estimated $505K.
PDT Partners first reported a position in CBIZ in Q2 2013 and held it in 8 quarters.
PDT Partners's CBIZ position peaked at $505K in Q4 2022.
227 funds tracked by Wall St. Rank held CBIZ as of Q1 2023.

Based on PDT Partners's 13F filing for Q1 2023, filed 15 May 2023.