Zacks Investment Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,408
| Closed | -$714K | – | 623 |
|
|
2023
Q2 | $714K | Sell |
13,408
-839
| -6% | -$43.2K | 0.01% | 416 |
|
|
2023
Q1 | $705K | Hold |
14,247
| – | – | 0.01% | 412 |
|
|
2022
Q4 | $667K | Sell |
14,247
-4,808
| -25% | -$229K | 0.01% | 411 |
|
|
2022
Q3 | $815K | Sell |
19,055
-1,535
| -7% | -$67.1K | 0.01% | 366 |
|
|
2022
Q2 | $823K | Sell |
20,590
-4,734
| -19% | -$191K | 0.01% | 364 |
|
|
2022
Q1 | $1.06M | Sell |
25,324
-69
| -0.3% | -$2.7K | 0.01% | 359 |
|
|
2021
Q4 | $993K | Sell |
25,393
-609
| -2% | -$22.7K | 0.01% | 377 |
|
|
2021
Q3 | $841K | Buy |
+26,002
| New | +$846K | 0.01% | 394 |
|
|
2021
Q1 | – | Sell |
-11,296
| Closed | -$301K | – | 506 |
|
|
2020
Q4 | $301K | Sell |
11,296
-412
| -4% | -$10.1K | 0.01% | 465 |
|
|
2020
Q3 | $268K | Buy |
+11,708
| New | +$278K | 0.01% | 465 |
|
|
2020
Q2 | – | Sell |
-43,767
| Closed | -$916K | – | 518 |
|
|
2020
Q1 | $916K | Buy |
+43,767
| New | +$1.11M | 0.02% | 310 |
|
|
2017
Q4 | – | Sell |
-181,012
| Closed | -$2.94M | – | 582 |
|
|
2017
Q3 | $2.94M | Buy |
181,012
+97,810
| +118% | +$1.47M | 0.07% | 183 |
|
|
2017
Q2 | $1.25M | Buy |
83,202
+2,252
| +3% | +$33.7K | 0.03% | 317 |
|
|
2017
Q1 | $1.1M | Buy |
80,950
+4,083
| +5% | +$54.8K | 0.03% | 340 |
|
|
2016
Q4 | $1.05M | Sell |
76,867
-1,083
| -1% | -$13.1K | 0.03% | 314 |
|
|
2016
Q3 | $872K | Sell |
77,950
-2,801
| -3% | -$31.1K | 0.02% | 360 |
|
|
2016
Q2 | $841K | Buy |
80,751
+1,709
| +2% | +$17.6K | 0.03% | 363 |
|
|
2016
Q1 | $798K | Buy |
79,042
+66,210
| +516% | +$671K | 0.03% | 363 |
|
|
2015
Q4 | $127K | Buy |
+12,832
| New | +$136K | ﹤0.01% | 544 |
|
|
2015
Q1 | – | Sell |
-17,688
| Closed | -$151K | – | 632 |
|
|
2014
Q4 | $151K | Buy |
+17,688
| New | +$153K | ﹤0.01% | 610 |
|
|
2014
Q2 | – | Sell |
-28,411
| Closed | -$260K | – | 661 |
|
|
2014
Q1 | $260K | Buy |
+28,411
| New | +$255K | 0.01% | 564 |
|
Other funds holding CBZ
PCP
BAM
SAM
