Number of Shares
64,761.00
Current Holdings Value*
$4.91 Mil
% of Portfolio
2.85%
Total Estimate Gain
$3.61 Mil
% of Total Estimate Gain
91.71%

Eaton Vance Small-Cap Fund's CBIZ Inc Holding Summary

As of 2025-03-31, EATON VANCE SPECIAL INVESTMENT TRUST held 64,761.00 shares of CBIZ Inc(CBZ), totaling $4.91 Mil. This investment constitutes 2.85% of their stock portfolio, and EATON VANCE SPECIAL INVESTMENT TRUST now holds 0.12% of the outstanding CBIZ Inc(CBZ) stock.

The initial trade took place in 2019Q3. And since then Eaton Vance Small-Cap Fund has made 11 purchases of CBZ, at an average price of $34.55, for a total of 113,864.00 shares. In addition, there have been 5 sales at an average price of $55.06 for 49,103.00 shares. Based on historical transaction data and CBZ's current price of $74.70, Eaton Vance Small-Cap Fund's estimated gain on his CBZ holdings is $3.61 Mil, reflecting a 91.71% gain to date.

Eaton Vance Small-Cap Fund CBZ ($74.70) Holding Chart

Eaton Vance 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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