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Picton Mahoney Asset Management’s CBIZ CBZ Stock Holding History

Picton Mahoney Asset 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
-1,095
Closed -$82K – 865
2024
Q2 		$82K Buy
+1,095
New +$82.7K ﹤0.01% 357

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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Picton Mahoney Asset Management's CBZ Position: Q3 2024 in Review

Picton Mahoney Asset Management sold out of CBIZ (CBZ) in Q3 2024, closing a stake of 1,095 shares — an estimated $82K sold.

Picton Mahoney Asset Management first reported a position in CBZ in Q2 2024 and held it in 1 quarter. The position peaked at $82K in Q2 2024. 286 funds tracked by Wall St. Rank hold CBZ as of Q3 2024.

  • Picton Mahoney Asset Management reported no remaining CBIZ position as of Q3 2024 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 1,095 CBIZ shares in Q3 2024, an estimated $82K.
  • Picton Mahoney Asset Management first reported a position in CBIZ in Q2 2024 and held it in 1 quarter.
  • Picton Mahoney Asset Management's CBIZ position peaked at $82K in Q2 2024.
  • 286 funds tracked by Wall St. Rank held CBIZ as of Q3 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q3 2024, filed 4 Nov 2024.