Summit Creek Advisors LLC CBZ Holdings History
Number of Shares
304,090.00
Current Holdings Value*
$23.07 Mil
% of Portfolio
3.37%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
7.60%
Summit Creek Advisors LLC's CBIZ Inc Holding Summary
As of 2025-03-31, Summit Creek Advisors LLC held 304,090.00 shares of CBIZ Inc(CBZ), totaling $23.07 Mil. This investment constitutes 3.37% of their stock portfolio, and Summit Creek Advisors LLC now holds 0.56% of the outstanding CBIZ Inc(CBZ) stock.
The initial trade took place in 2023Q4. And since then Summit Creek Advisors LLC has made 5 purchases of CBZ, at an average price of $69.42, for a total of 304,090.00 shares. Based on historical transaction data and CBZ's current price of $74.70, Summit Creek Advisors LLC's estimated gain on his CBZ holdings is $1.61 Mil, reflecting a 7.60% gain to date.
Summit Creek Advisors LLC CBZ ($74.70) Holding Chart
Summit Creek Advisors LLC 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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