Stanley-Laman Group’s CBIZ CBZ Stock Holding History

Stanley-Laman 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
2022 Q3	–	Sell	-5,848	Closed	-$234K	–	238
2022 Q2	$234K	Buy	+5,848	New	+$236K	0.04%	215

Other funds holding CBZ

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

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BAM

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Stanley-Laman Group's CBZ Position: Q3 2022 in Review

Stanley-Laman Group sold out of CBIZ (CBZ) in Q3 2022, closing a stake of 5,848 shares — an estimated $234K sold.

Stanley-Laman Group first reported a position in CBZ in Q2 2022 and held it in 1 quarter. The position peaked at $234K in Q2 2022. 208 funds tracked by Wall St. Rank hold CBZ as of Q3 2022.

Stanley-Laman Group reported no remaining CBIZ position as of Q3 2022 after selling out during the quarter.
Stanley-Laman Group sold 5,848 CBIZ shares in Q3 2022, an estimated $234K.
Stanley-Laman Group first reported a position in CBIZ in Q2 2022 and held it in 1 quarter.
Stanley-Laman Group's CBIZ position peaked at $234K in Q2 2022.
208 funds tracked by Wall St. Rank held CBIZ as of Q3 2022.

Based on Stanley-Laman Group's 13F filing for Q3 2022, filed 18 Oct 2022.