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Systematic Financial Management’s CBIZ CBZ Stock Holding History

Systematic Financial Management’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
Q2 		– Sell
-2,898
Closed -$143K – 249
2023
Q1 		$143K Buy
+2,898
New +$140K ﹤0.01% 268
2014
Q4 		– Sell
-268,475
Closed -$2.11M – 686
2014
Q3 		$2.11M Sell
268,475
-363,555
-58% -$3.1M 0.02% 546
2014
Q2 		$5.71M Buy
632,030
+480
+0.1% +$4.18K 0.04% 339
2014
Q1 		$5.78M Buy
631,550
+417,935
+196% +$3.75M 0.04% 332
2013
Q4 		$1.95M Buy
+213,615
New +$1.8M 0.01% 460

Other funds holding CBZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Systematic Financial Management's CBZ Position: Q2 2023 in Review

Systematic Financial Management sold out of CBIZ (CBZ) in Q2 2023, closing a stake of 2,898 shares — an estimated $143K sold.

Systematic Financial Management first reported a position in CBZ in Q4 2013 and held it in 5 quarters. The position peaked at $5.78M in Q1 2014. 233 funds tracked by Wall St. Rank hold CBZ as of Q2 2023.

  • Systematic Financial Management reported no remaining CBIZ position as of Q2 2023 after selling out during the quarter.
  • Systematic Financial Management sold 2,898 CBIZ shares in Q2 2023, an estimated $143K.
  • Systematic Financial Management first reported a position in CBIZ in Q4 2013 and held it in 5 quarters.
  • Systematic Financial Management's CBIZ position peaked at $5.78M in Q1 2014.
  • 233 funds tracked by Wall St. Rank held CBIZ as of Q2 2023.

Based on Systematic Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.