Number of Shares
81,792.00
Current Holdings Value*
$6.20 Mil
% of Portfolio
9.28%
Total Estimate Gain
$389,460.34
% of Total Estimate Gain
3.61%

Bancreek Capital Management, LP's CBIZ Inc Holding Summary

As of 2025-03-31, Bancreek Capital Management, LP held 81,792.00 shares of CBIZ Inc(CBZ), totaling $6.20 Mil. This investment constitutes 9.28% of their stock portfolio, and Bancreek Capital Management, LP now holds 0.15% of the outstanding CBIZ Inc(CBZ) stock.

The initial trade took place in 2024Q1. And since then Bancreek Capital Management, LP has made 3 purchases of CBZ, at an average price of $71.80, for a total of 150,212.00 shares. In addition, there have been 2 sales at an average price of $75.69 for 68,420.00 shares. Based on historical transaction data and CBZ's current price of $73.30, Bancreek Capital Management, LP's estimated gain on his CBZ holdings is $389,460.34, reflecting a 3.61% gain to date.

Bancreek Capital Management, LP CBZ ($73.30) Holding Chart

Bancreek Capital Management, LP CBZ ($73.30) 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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