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Piermont Capital Management’s CBIZ CBZ Stock Holding History

Piermont Capital 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
2018
Q4 		$1.29M Hold
65,520
– – 0.61% 88
2018
Q3 		$1.55M Buy
+65,520
New +$1.52M 0.62% 92

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Piermont Capital Management's CBZ Position: Q4 2018 in Review

Piermont Capital Management held its CBIZ (CBZ) position steady in Q4 2018 at 65,520 shares worth $1.29M. The position accounts for 0.61% of the portfolio, ranked #88.

Piermont Capital Management first reported a position in CBZ in Q3 2018 and has held it in 2 quarters since. The position peaked at $1.55M in Q3 2018. 148 funds tracked by Wall St. Rank hold CBZ as of Q4 2018.

  • Piermont Capital Management held 65,520 shares of CBIZ worth $1.29M as of Q4 2018.
  • Piermont Capital Management left its CBIZ share count unchanged in Q4 2018.
  • CBIZ made up 0.61% of Piermont Capital Management's portfolio in Q4 2018, its #88 holding.
  • Piermont Capital Management first reported a position in CBIZ in Q3 2018 and has held it in 2 quarters since.
  • Piermont Capital Management's CBIZ position peaked at $1.55M in Q3 2018.
  • 148 funds tracked by Wall St. Rank held CBIZ as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.