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Susquehanna Fundamental Investments’s CBIZ CBZ Stock Holding History

Susquehanna Fundamental Investments’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
2025
Q2 		– Sell
-10,994
Closed -$834K – 763
2025
Q1 		$834K Sell
10,994
-27,596
-72% -$2.22M 0.01% 732
2024
Q4 		$3.16M Buy
+38,590
New +$2.89M 0.05% 427
2024
Q2 		$259K Sell
3,500
-2,100
-38% -$159K 0.01% 809
2024
Q1 		$440K Buy
+5,600
New +$389K 0.02% 493
2023
Q2 		– Sell
-29,026
Closed -$1.44M – 677
2023
Q1 		$1.44M Sell
29,026
-6,833
-19% -$329K 0.03% 448
2022
Q4 		$1.68M Sell
35,859
-1,794
-5% -$85.3K 0.03% 538
2022
Q3 		$1.61M Buy
+37,653
New +$1.65M 0.03% 650
2022
Q1 		$311K Buy
+7,402
New +$290K 0.01% 1253
2021
Q4 		– Sell
-17,227
Closed -$557K – 1475
2021
Q3 		$557K Sell
17,227
-18,083
-51% -$588K 0.01% 1145
2021
Q2 		$1.16M Sell
35,310
-2,100
-6% -$70.2K 0.02% 796
2021
Q1 		$1.22M Sell
37,410
-4,492
-11% -$132K 0.02% 811
2020
Q4 		$1.11M Buy
41,902
+15,227
+57% +$375K 0.02% 832
2020
Q3 		$610K Buy
+26,675
New +$633K 0.02% 812

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna Fundamental Investments's CBZ Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of CBIZ (CBZ) in Q2 2025, closing a stake of 10,994 shares — an estimated $834K sold.

Susquehanna Fundamental Investments first reported a position in CBZ in Q3 2020 and held it in 13 quarters. The position peaked at $3.16M in Q4 2024. 276 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

  • Susquehanna Fundamental Investments reported no remaining CBIZ position as of Q2 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 10,994 CBIZ shares in Q2 2025, an estimated $834K.
  • Susquehanna Fundamental Investments first reported a position in CBIZ in Q3 2020 and held it in 13 quarters.
  • Susquehanna Fundamental Investments's CBIZ position peaked at $3.16M in Q4 2024.
  • 276 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.