USAA
CBZ icon

United Services Automobile Association’s CBIZ CBZ Stock Holding History

United Services Automobile Association’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
2019
Q3 		– Sell
-224,071
Closed -$4.39M – 645
2019
Q2 		$4.39M Buy
224,071
+791
+0.4% +$15.9K 0.01% 849
2019
Q1 		$4.52M Buy
223,280
+8,402
+4% +$170K 0.01% 815
2018
Q4 		$4.23M Sell
214,878
-55,034
-20% -$1.18M 0.01% 816
2018
Q3 		$6.4M Buy
269,912
+6,607
+3% +$153K 0.02% 729
2018
Q2 		$6.06M Buy
263,305
+107,349
+69% +$2.17M 0.02% 744
2018
Q1 		$2.85M Buy
155,956
+27,614
+22% +$480K 0.01% 1025
2017
Q4 		$1.98M Buy
128,342
+15,405
+14% +$242K 0.01% 1072
2017
Q3 		$1.83M Buy
112,937
+6,300
+6% +$95K 0.01% 1087
2017
Q2 		$1.6M Buy
+106,637
New +$1.6M ﹤0.01% 1091

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Services Automobile Association's CBZ Position: Q3 2019 in Review

United Services Automobile Association sold out of CBIZ (CBZ) in Q3 2019, closing a stake of 224,071 shares — an estimated $4.39M sold.

United Services Automobile Association first reported a position in CBZ in Q2 2017 and held it in 9 quarters. The position peaked at $6.4M in Q3 2018. 141 funds tracked by Wall St. Rank hold CBZ as of Q3 2019.

  • United Services Automobile Association reported no remaining CBIZ position as of Q3 2019 after selling out during the quarter.
  • United Services Automobile Association sold 224,071 CBIZ shares in Q3 2019, an estimated $4.39M.
  • United Services Automobile Association first reported a position in CBIZ in Q2 2017 and held it in 9 quarters.
  • United Services Automobile Association's CBIZ position peaked at $6.4M in Q3 2018.
  • 141 funds tracked by Wall St. Rank held CBIZ as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.