Number of Shares
1.01 Mil
Current Holdings Value*
$76.90 Mil
% of Portfolio
3.08%
Total Estimate Gain
$79.88 Mil
% of Total Estimate Gain
110.24%

Calvert Small Cap Fund's CBIZ Inc Holding Summary

As of 2025-03-31, Calvert Small Cap Fund held 1.01 Mil shares of CBIZ Inc(CBZ), totaling $76.90 Mil. This investment constitutes 3.08% of their stock portfolio, and Calvert Small Cap Fund now holds 1.86% of the outstanding CBIZ Inc(CBZ) stock.

The initial trade took place in 2019Q3. And since then Calvert Small Cap Fund has made 14 purchases of CBZ, at an average price of $30.69, for a total of 2.36 Mil shares. In addition, there have been 8 sales at an average price of $56.86 for 1.35 Mil shares. Based on historical transaction data and CBZ's current price of $74.70, Calvert Small Cap Fund's estimated gain on his CBZ holdings is $79.88 Mil, reflecting a 110.24% gain to date.

Calvert Small Cap Fund CBZ ($74.70) Holding Chart

Calvert Small Cap Fund CBZ ($74.70) 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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