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Systematic Alpha Investments’s CBIZ CBZ Stock Holding History

Systematic Alpha 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
2024
Q1 		– Sell
-1,118
Closed -$70K – 227
2023
Q4 		$70K Hold
1,118
– – ﹤0.01% 267
2023
Q3 		$58K Hold
1,118
– – ﹤0.01% 261
2023
Q2 		$59.6K Hold
1,118
– – ﹤0.01% 238
2023
Q1 		$55.3K Buy
+1,118
New +$53.9K ﹤0.01% 267
2021
Q4 		– Sell
-1,118
Closed -$41K – 266
2021
Q3 		$41K Hold
1,118
– – ﹤0.01% 319
2021
Q2 		$37K Hold
1,118
– – ﹤0.01% 237
2021
Q1 		$37K Hold
1,118
– – ﹤0.01% 166
2020
Q4 		$30K Buy
+1,118
New +$27.5K ﹤0.01% 130

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $552B AUM 44.19% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Systematic Alpha Investments's CBZ Position: Q1 2024 in Review

Systematic Alpha Investments sold out of CBIZ (CBZ) in Q1 2024, closing a stake of 1,118 shares — an estimated $70K sold.

Systematic Alpha Investments first reported a position in CBZ in Q4 2020 and held it in 8 quarters. The position peaked at $70K in Q4 2023. 269 funds tracked by Wall St. Rank hold CBZ as of Q1 2024.

  • Systematic Alpha Investments reported no remaining CBIZ position as of Q1 2024 after selling out during the quarter.
  • Systematic Alpha Investments sold 1,118 CBIZ shares in Q1 2024, an estimated $70K.
  • Systematic Alpha Investments first reported a position in CBIZ in Q4 2020 and held it in 8 quarters.
  • Systematic Alpha Investments's CBIZ position peaked at $70K in Q4 2023.
  • 269 funds tracked by Wall St. Rank held CBIZ as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.