Global Small Capitalization Fund CBZ Holdings History
Global Small Capitalization Fund's CBIZ Inc Holding Summary
As of 2025-03-31, AMERICAN FUNDS INSURANCE SERIES held 556,925.00 shares of CBIZ Inc(CBZ), totaling $42.25 Mil. This investment constitutes 1.63% of their stock portfolio, and AMERICAN FUNDS INSURANCE SERIES now holds 1.02% of the outstanding CBIZ Inc(CBZ) stock.
The initial trade took place in 2023Q4. And since then Global Small Capitalization Fund has made 4 purchases of CBZ, at an average price of $70.46, for a total of 746,326.00 shares. In addition, there have been 2 sales at an average price of $77.46 for 189,401.00 shares. Based on historical transaction data and CBZ's current price of $74.70, Global Small Capitalization Fund's estimated gain on his CBZ holdings is $3.69 Mil, reflecting a 7.01% gain to date.
Global Small Capitalization Fund CBZ ($74.70) Holding Chart
Global Small Capitalization 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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