Select Equity Group
CBZ icon

Select Equity Group’s CBIZ CBZ Stock Holding History

Select Equity Group’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
-1,130,568
Closed -$83.8M – 150
2024
Q2 		$83.8M Sell
1,130,568
-131,103
-10% -$9.91M 0.33% 63
2024
Q1 		$99M Buy
1,261,671
+996,694
+376% +$69.3M 0.35% 59
2023
Q4 		$16.6M Buy
+264,977
New +$15M 0.06% 106

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Burgundy Asset Management
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group's CBZ Position: Q3 2024 in Review

Select Equity Group sold out of CBIZ (CBZ) in Q3 2024, closing a stake of 1,130,568 shares — an estimated $83.8M sold.

Select Equity Group first reported a position in CBZ in Q4 2023 and held it in 3 quarters. The position peaked at $99M in Q1 2024. 286 funds tracked by Wall St. Rank hold CBZ as of Q3 2024.

  • Select Equity Group reported no remaining CBIZ position as of Q3 2024 after selling out during the quarter.
  • Select Equity Group sold 1,130,568 CBIZ shares in Q3 2024, an estimated $83.8M.
  • Select Equity Group first reported a position in CBIZ in Q4 2023 and held it in 3 quarters.
  • Select Equity Group's CBIZ position peaked at $99M in Q1 2024.
  • 286 funds tracked by Wall St. Rank held CBIZ as of Q3 2024.

Based on Select Equity Group's 13F filing for Q3 2024, filed 14 Nov 2024.