Seven Eight Capital’s CBIZ CBZ Stock Holding History

Seven Eight Capital’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 Q4	–	Sell	-6,037	Closed	-$406K	–	107
2024 Q3	$406K	Buy	+6,037	New	+$439K	0.04%	597
2024 Q2	–	Sell	-2,549	Closed	-$200K	–	716
2024 Q1	$200K	Buy	+2,549	New	+$177K	0.02%	574

Other funds holding CBZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seven Eight Capital's CBZ Position: Q4 2024 in Review

Seven Eight Capital sold out of CBIZ (CBZ) in Q4 2024, closing a stake of 6,037 shares — an estimated $406K sold.

Seven Eight Capital first reported a position in CBZ in Q1 2024 and held it in 2 quarters. The position peaked at $406K in Q3 2024. 282 funds tracked by Wall St. Rank hold CBZ as of Q4 2024.

Seven Eight Capital reported no remaining CBIZ position as of Q4 2024 after selling out during the quarter.
Seven Eight Capital sold 6,037 CBIZ shares in Q4 2024, an estimated $406K.
Seven Eight Capital first reported a position in CBIZ in Q1 2024 and held it in 2 quarters.
Seven Eight Capital's CBIZ position peaked at $406K in Q3 2024.
282 funds tracked by Wall St. Rank held CBIZ as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.