Westwood Holdings Group’s CBIZ CBZ Stock Holding History

Westwood Holdings Group’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
2022 Q3	–	Sell	-17,573	Closed	-$702K	–	451
2022 Q2	$702K	Buy	+17,573	New	+$710K	0.01%	367

Other funds holding CBZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Westwood Holdings Group's CBZ Position: Q3 2022 in Review

Westwood Holdings Group sold out of CBIZ (CBZ) in Q3 2022, closing a stake of 17,573 shares — an estimated $702K sold.

Westwood Holdings Group first reported a position in CBZ in Q2 2022 and held it in 1 quarter. The position peaked at $702K in Q2 2022. 208 funds tracked by Wall St. Rank hold CBZ as of Q3 2022.

Westwood Holdings Group reported no remaining CBIZ position as of Q3 2022 after selling out during the quarter.
Westwood Holdings Group sold 17,573 CBIZ shares in Q3 2022, an estimated $702K.
Westwood Holdings Group first reported a position in CBIZ in Q2 2022 and held it in 1 quarter.
Westwood Holdings Group's CBIZ position peaked at $702K in Q2 2022.
208 funds tracked by Wall St. Rank held CBIZ as of Q3 2022.

Based on Westwood Holdings Group's 13F filing for Q3 2022, filed 14 Nov 2022.