PEAK6 Investments’s CBIZ CBZ Stock Holding History

PEAK6 Investments’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	-2,376	Closed	-$111K	–	4323
2022 Q4	$111K	Sell	2,376 -1,068	-31%	-$50.8K	﹤0.01%	3615
2022 Q3	$147K	Buy	+3,444	New	+$151K	﹤0.01%	3856
2022 Q2	–	Sell	-1,874	Closed	-$79K	–	4091
2022 Q1	$79K	Buy	1,874 +1,231	+191%	+$48.2K	﹤0.01%	4401
2021 Q4	$25K	Buy	+643	New	+$24K	﹤0.01%	4765
2021 Q3	–	Sell	-6,374	Closed	-$209K	–	5212
2021 Q2	$209K	Buy	+6,374	New	+$213K	﹤0.01%	4000

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

PEAK6 Investments's CBZ Position: Q1 2023 in Review

PEAK6 Investments sold out of CBIZ (CBZ) in Q1 2023, closing a stake of 2,376 shares — an estimated $111K sold.

PEAK6 Investments first reported a position in CBZ in Q2 2021 and held it in 5 quarters. The position peaked at $209K in Q2 2021. 227 funds tracked by Wall St. Rank hold CBZ as of Q1 2023.

PEAK6 Investments reported no remaining CBIZ position as of Q1 2023 after selling out during the quarter.
PEAK6 Investments sold 2,376 CBIZ shares in Q1 2023, an estimated $111K.
PEAK6 Investments first reported a position in CBIZ in Q2 2021 and held it in 5 quarters.
PEAK6 Investments's CBIZ position peaked at $209K in Q2 2021.
227 funds tracked by Wall St. Rank held CBIZ as of Q1 2023.

Based on PEAK6 Investments's 13F filing for Q1 2023, filed 12 May 2023.