PP
CBZ icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return