ZIM
CBZ icon

Zacks Investment Management’s CBIZ CBZ Stock Holding History

Zacks Investment 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
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

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zacks Investment Management's CBZ Position: Q3 2023 in Review

Zacks Investment Management sold out of CBIZ (CBZ) in Q3 2023, closing a stake of 13,408 shares — an estimated $714K sold.

Zacks Investment Management first reported a position in CBZ in Q1 2014 and held it in 21 quarters. The position peaked at $2.94M in Q3 2017. 245 funds tracked by Wall St. Rank hold CBZ as of Q3 2023.

  • Zacks Investment Management reported no remaining CBIZ position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 13,408 CBIZ shares in Q3 2023, an estimated $714K.
  • Zacks Investment Management first reported a position in CBIZ in Q1 2014 and held it in 21 quarters.
  • Zacks Investment Management's CBIZ position peaked at $2.94M in Q3 2017.
  • 245 funds tracked by Wall St. Rank held CBIZ as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.