Simplicity Solutions’s CBIZ CBZ Stock Holding History

Simplicity Solutions’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
2023 Q4	$238K	Buy	+3,805	New	+$215K	0.01%	913
2023 Q3	–	Sell	-4,322	Closed	-$230K	–	1008
2023 Q2	$230K	Sell	4,322 -1,303	-23%	-$67K	0.01%	928
2023 Q1	$278K	Buy	+5,625	New	+$271K	0.01%	884
2021 Q4	–	Sell	-10,138	Closed	-$328K	–	476
2021 Q3	$328K	Buy	10,138 +1,073	+12%	+$34.9K	0.05%	395
2021 Q2	$297K	Sell	9,065 -205	-2%	-$6.85K	0.06%	386
2021 Q1	$303K	Sell	9,270 -487	-5%	-$14.3K	0.07%	330
2020 Q4	$260K	Buy	9,757 +447	+5%	+$11K	﹤0.01%	827
2020 Q3	$213K	Buy	+9,310	New	+$221K	﹤0.01%	810

Other funds holding CBZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

BloombergSen Toronto, Ontario, Canada $1.31B AUM 8.32% 1-Year Est. Return

Simplicity Solutions's CBZ Position: Q4 2023 in Review

Simplicity Solutions opened a new position in CBIZ (CBZ) in Q4 2023: 3,805 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in CBZ as recently as Q2 2023.

Simplicity Solutions first reported a position in CBZ in Q3 2020 and has held it in 8 quarters since. The position peaked at $328K in Q3 2021. 260 funds tracked by Wall St. Rank hold CBZ as of Q4 2023.

Simplicity Solutions held 3,805 shares of CBIZ worth $238K as of Q4 2023.
CBIZ was a new Simplicity Solutions position in Q4 2023.
CBIZ made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #913 holding.
Simplicity Solutions first reported a position in CBIZ in Q3 2020 and has held it in 8 quarters since.
Simplicity Solutions's CBIZ position peaked at $328K in Q3 2021.
260 funds tracked by Wall St. Rank held CBIZ as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.