LKCM Small-Mid Cap Equity Fund CBZ Holdings History
LKCM Small-Mid Cap Equity Fund's CBIZ Inc Holding Summary
As of 2025-03-31, LKCM Funds held 12,135.00 shares of CBIZ Inc(CBZ), totaling $920,560.00. This investment constitutes 2.62% of their stock portfolio, and LKCM Funds now holds 0.02% of the outstanding CBIZ Inc(CBZ) stock.
The initial trade took place in 2023Q4. And since then LKCM Small-Mid Cap Equity Fund has made 4 purchases of CBZ, at an average price of $62.64, for a total of 12,135.00 shares. Based on historical transaction data and CBZ's current price of $74.70, LKCM Small-Mid Cap Equity Fund's estimated gain on his CBZ holdings is $146,307.69, reflecting a 19.25% gain to date.
LKCM Small-Mid Cap Equity Fund CBZ ($74.70) Holding Chart
LKCM Small-Mid Cap Equity 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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