Number of Shares
55,166.00
Current Holdings Value*
$4.18 Mil
% of Portfolio
2.06%
Total Estimate Gain
$5.13 Mil
% of Total Estimate Gain
143.43%

AMG GW&K Small Cap Value Fund's CBIZ Inc Holding Summary

As of 2025-03-31, AMG GW&K Small Cap Value Fund held 55,166.00 shares of CBIZ Inc(CBZ), totaling $4.18 Mil. This investment constitutes 2.06% of their stock portfolio, and AMG GW&K Small Cap Value Fund now holds 0.1% of the outstanding CBIZ Inc(CBZ) stock.

The initial trade took place in 2020Q4. And since then AMG GW&K Small Cap Value Fund has made 1 purchases of CBZ, at an average price of $24.63, for a total of 145,198.00 shares. In addition, there have been 15 sales at an average price of $51.50 for 90,032.00 shares. Based on historical transaction data and CBZ's current price of $73.76, AMG GW&K Small Cap Value Fund's estimated gain on his CBZ holdings is $5.13 Mil, reflecting a 143.43% gain to date.

AMG GW&K Small Cap Value Fund CBZ ($73.76) Holding Chart

AMG GW&K Small Cap Value Fund CBZ ($73.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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