SBH SMALL CAP GROWTH FUND CBZ Holdings History
SBH SMALL CAP GROWTH FUND's CBIZ Inc Holding Summary
As of 2025-03-31, SBH SMALL CAP GROWTH FUND held 55,620.00 shares of CBIZ Inc(CBZ), totaling $4.22 Mil. This investment constitutes 1.88% of their stock portfolio, and SBH SMALL CAP GROWTH FUND now holds 0.1% of the outstanding CBIZ Inc(CBZ) stock.
The initial trade took place in 2022Q4. And since then SBH SMALL CAP GROWTH FUND has made 7 purchases of CBZ, at an average price of $55.45, for a total of 57,390.00 shares. In addition, there have been 2 sales at an average price of $73.96 for 1,770.00 shares. Based on historical transaction data and CBZ's current price of $75.30, SBH SMALL CAP GROWTH FUND's estimated gain on his CBZ holdings is $1.14 Mil, reflecting a 35.73% gain to date.
SBH SMALL CAP GROWTH FUND CBZ ($75.30) Holding Chart
SBH SMALL CAP GROWTH FUND CBZ ($75.30) 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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