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Steward Financial Group’s CBIZ CBZ Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+25
New +$1.35K ﹤0.01% 1108
2022
Q3 		– Sell
-9
Closed – – 278
2022
Q2 		$0 Buy
+9
New +$364 ﹤0.01% 1012

Other funds holding CBZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's CBZ Position: Q3 2023 in Review

Steward Financial Group opened a new position in CBIZ (CBZ) in Q3 2023: 25 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1108 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CBZ as recently as Q2 2022.

Steward Financial Group first reported a position in CBZ in Q2 2022 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold CBZ as of Q3 2023.

  • Steward Financial Group held 25 shares of CBIZ worth $1K as of Q3 2023.
  • CBIZ was a new Steward Financial Group position in Q3 2023.
  • CBIZ made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1108 holding.
  • Steward Financial Group first reported a position in CBIZ in Q2 2022 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held CBIZ as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.