Sumitomo Mitsui Trust Group
CBZ icon

Sumitomo Mitsui Trust Group’s CBIZ CBZ Stock Holding History

Sumitomo Mitsui Trust 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
Q1 		– Sell
-7,749
Closed -$363K – 1156
2022
Q4 		$363K Hold
7,749
– – ﹤0.01% 1135
2022
Q3 		$332K Buy
7,749
+600
+8% +$26.2K ﹤0.01% 1157
2022
Q2 		$286K Buy
+7,149
New +$289K ﹤0.01% 1180

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Dimensional Fund Advisors
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Sumitomo Mitsui Trust Group's CBZ Position: Q1 2023 in Review

Sumitomo Mitsui Trust Group sold out of CBIZ (CBZ) in Q1 2023, closing a stake of 7,749 shares — an estimated $363K sold.

Sumitomo Mitsui Trust Group first reported a position in CBZ in Q2 2022 and held it in 3 quarters. The position peaked at $363K in Q4 2022. 227 funds tracked by Wall St. Rank hold CBZ as of Q1 2023.

  • Sumitomo Mitsui Trust Group reported no remaining CBIZ position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 7,749 CBIZ shares in Q1 2023, an estimated $363K.
  • Sumitomo Mitsui Trust Group first reported a position in CBIZ in Q2 2022 and held it in 3 quarters.
  • Sumitomo Mitsui Trust Group's CBIZ position peaked at $363K in Q4 2022.
  • 227 funds tracked by Wall St. Rank held CBIZ as of Q1 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2023, filed 27 Apr 2023.