Number of Shares
38,981.00
Current Holdings Value*
$2.96 Mil
% of Portfolio
2.12%
Total Estimate Gain
$1.50 Mil
% of Total Estimate Gain
39.85%

SFT Macquarie Small Cap Growth Fund's CBIZ Inc Holding Summary

As of 2025-03-31, SFT Macquarie Small Cap Growth Fund held 38,981.00 shares of CBIZ Inc(CBZ), totaling $2.96 Mil. This investment constitutes 2.12% of their stock portfolio, and SFT Macquarie Small Cap Growth Fund now holds 0.07% of the outstanding CBIZ Inc(CBZ) stock.

The initial trade took place in 2022Q4. And since then SFT Macquarie Small Cap Growth Fund has made 6 purchases of CBZ, at an average price of $51.81, for a total of 72,561.00 shares. In addition, there have been 4 sales at an average price of $70.99 for 33,580.00 shares. Based on historical transaction data and CBZ's current price of $73.72, SFT Macquarie Small Cap Growth Fund's estimated gain on his CBZ holdings is $1.50 Mil, reflecting a 39.85% gain to date.

SFT Macquarie Small Cap Growth Fund CBZ ($73.72) Holding Chart

SFT Macquarie Small Cap Growth Fund CBZ ($73.72) 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