QI
CBZ icon

QS Investors’s CBIZ CBZ Stock Holding History

QS Investors’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
2019
Q1 		– Sell
-30
Closed -$1K – 1676
2018
Q4 		$1K Hold
30
– – ﹤0.01% 1708
2018
Q3 		$1K Hold
30
– – ﹤0.01% 1717
2018
Q2 		$1K Hold
30
– – ﹤0.01% 1733
2018
Q1 		$1K Hold
30
– – ﹤0.01% 1738
2017
Q4 		$1K Hold
30
– – ﹤0.01% 1747
2017
Q3 		$1K Hold
30
– – ﹤0.01% 1713
2017
Q2 		$1K Hold
30
– – ﹤0.01% 1719
2017
Q1 		$1K Hold
30
– – ﹤0.01% 1738
2016
Q4 		$1K Sell
30
-8,800
-100% -$107K ﹤0.01% 1554
2016
Q3 		$99K Buy
8,830
+8,800
+29,333% +$97.8K ﹤0.01% 1266
2016
Q2 		$1K Hold
30
– – ﹤0.01% 1565
2016
Q1 		$1K Hold
30
– – ﹤0.01% 1557
2015
Q4 		$1K Buy
+30
New +$318 ﹤0.01% 1572

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

QS Investors's CBZ Position: Q1 2019 in Review

QS Investors sold out of CBIZ (CBZ) in Q1 2019, closing a stake of 30 shares — an estimated $1K sold.

QS Investors first reported a position in CBZ in Q4 2015 and held it in 13 quarters. The position peaked at $99K in Q3 2016. 145 funds tracked by Wall St. Rank hold CBZ as of Q1 2019.

  • QS Investors reported no remaining CBIZ position as of Q1 2019 after selling out during the quarter.
  • QS Investors sold 30 CBIZ shares in Q1 2019, an estimated $1K.
  • QS Investors first reported a position in CBIZ in Q4 2015 and held it in 13 quarters.
  • QS Investors's CBIZ position peaked at $99K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held CBIZ as of Q1 2019.

Based on QS Investors's 13F filing for Q1 2019, filed 15 May 2019.