Number of Shares
29,177.00
Current Holdings Value*
$2.29 Mil
% of Portfolio
2.1%
Total Estimate Gain
$1.06 Mil
% of Total Estimate Gain
38.40%

Delaware Small Cap Growth Fund's CBIZ Inc Holding Summary

As of 2024-03-31, DELAWARE GROUP EQUITY FUNDS IV held 29,177.00 shares of CBIZ Inc(CBZ), totaling $2.29 Mil. This investment constitutes 2.1% of their stock portfolio, and DELAWARE GROUP EQUITY FUNDS IV now holds 0.06% of the outstanding CBIZ Inc(CBZ) stock.

The initial trade took place in 2023Q1. And since then Delaware Small Cap Growth Fund has made 3 purchases of CBZ, at an average price of $50.14, for a total of 54,850.00 shares. In addition, there have been 2 sales at an average price of $67.00 for 25,673.00 shares. Based on historical transaction data and CBZ's current price of $71.50, Delaware Small Cap Growth Fund's estimated gain on his CBZ holdings is $1.06 Mil, reflecting a 38.40% gain to date.

Delaware Small Cap Growth Fund CBZ ($71.50) Holding Chart

Delaware Small Cap Growth Fund CBZ ($71.50) 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 %

Top Ranked Articles

  • 1