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Susquehanna Portfolio Strategies’s CBIZ CBZ Stock Holding History

Susquehanna Portfolio Strategies’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
2024
Q1 		– Sell
-3,419
Closed -$214K – 808
2023
Q4 		$214K Buy
+3,419
New +$193K ﹤0.01% 935

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Susquehanna Portfolio Strategies's CBZ Position: Q1 2024 in Review

Susquehanna Portfolio Strategies sold out of CBIZ (CBZ) in Q1 2024, closing a stake of 3,419 shares — an estimated $214K sold.

Susquehanna Portfolio Strategies first reported a position in CBZ in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 269 funds tracked by Wall St. Rank hold CBZ as of Q1 2024.

  • Susquehanna Portfolio Strategies reported no remaining CBIZ position as of Q1 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 3,419 CBIZ shares in Q1 2024, an estimated $214K.
  • Susquehanna Portfolio Strategies first reported a position in CBIZ in Q4 2023 and held it in 1 quarter.
  • Susquehanna Portfolio Strategies's CBIZ position peaked at $214K in Q4 2023.
  • 269 funds tracked by Wall St. Rank held CBIZ as of Q1 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q1 2024, filed 7 May 2024.