SMH
CBZ icon

Sanders Morris Harris’s CBIZ CBZ Stock Holding History

Sanders Morris Harris’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
2025
Q3 		– Sell
-3,400
Closed -$244K – 313
2025
Q2 		$244K Hold
3,400
– – 0.06% 124
2025
Q1 		$258K Hold
3,400
– – 0.04% 227
2024
Q4 		$279K Hold
3,400
– – 0.04% 228
2024
Q3 		$229K Hold
3,400
– – 0.04% 245
2024
Q2 		$252K Hold
3,400
– – 0.04% 232
2024
Q1 		$267K Buy
+3,400
New +$236K 0.05% 220
2023
Q2 		– Sell
-4,400
Closed -$218K – 255
2023
Q1 		$218K Hold
4,400
– – 0.08% 120
2022
Q4 		$206K Buy
+4,400
New +$209K 0.08% 178

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return