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Sawgrass Asset Management’s CBIZ CBZ Stock Holding History

Sawgrass 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
2025
Q1 		– Sell
-3,340
Closed -$273K – 177
2024
Q4 		$273K Sell
3,340
-1,137
-25% -$85K 0.03% 150
2024
Q3 		$301K Sell
4,477
-143
-3% -$10.4K 0.03% 153
2024
Q2 		$342K Sell
4,620
-330
-7% -$24.9K 0.04% 146
2024
Q1 		$389K Sell
4,950
-930
-16% -$64.7K 0.04% 148
2023
Q4 		$368K Sell
5,880
-194
-3% -$11K 0.04% 153
2023
Q3 		$315K Buy
6,074
+528
+10% +$28.5K 0.04% 163
2023
Q2 		$295K Hold
5,546
– – 0.04% 156
2023
Q1 		$274K Buy
+5,546
New +$267K 0.04% 153
2019
Q1 		– Sell
-41,300
Closed -$814K – 208
2018
Q4 		$814K Buy
41,300
+22,315
+118% +$477K 0.04% 119
2018
Q3 		$450K Sell
18,985
-45
-0.2% -$1.04K 0.02% 168
2018
Q2 		$438K Buy
+19,030
New +$385K 0.02% 175
2017
Q4 		– Sell
-26,105
Closed -$424K – 215
2017
Q3 		$424K Buy
26,105
+530
+2% +$7.99K 0.02% 152
2017
Q2 		$384K Buy
+25,575
New +$383K 0.02% 157
2016
Q3 		– Sell
-46,860
Closed -$488K – 162
2016
Q2 		$488K Sell
46,860
-2,170
-4% -$22.3K 0.02% 126
2016
Q1 		$495K Buy
+49,030
New +$497K 0.02% 127

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