Sherbrooke Park Advisers’s CBIZ CBZ Stock Holding History

Sherbrooke Park Advisers’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	-4,787	Closed	-$322K	–	811
2024 Q3	$322K	Buy	+4,787	New	+$348K	0.07%	538

Other funds holding CBZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $246M AUM 17.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sherbrooke Park Advisers's CBZ Position: Q4 2024 in Review

Sherbrooke Park Advisers sold out of CBIZ (CBZ) in Q4 2024, closing a stake of 4,787 shares — an estimated $322K sold.

Sherbrooke Park Advisers first reported a position in CBZ in Q3 2024 and held it in 1 quarter. The position peaked at $322K in Q3 2024. 283 funds tracked by Wall St. Rank hold CBZ as of Q4 2024.

Sherbrooke Park Advisers reported no remaining CBIZ position as of Q4 2024 after selling out during the quarter.
Sherbrooke Park Advisers sold 4,787 CBIZ shares in Q4 2024, an estimated $322K.
Sherbrooke Park Advisers first reported a position in CBIZ in Q3 2024 and held it in 1 quarter.
Sherbrooke Park Advisers's CBIZ position peaked at $322K in Q3 2024.
283 funds tracked by Wall St. Rank held CBIZ as of Q4 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.