TAX MANAGED SMALL CAP PORTFOLIO CBZ Holdings History
TAX MANAGED SMALL CAP PORTFOLIO's CBIZ Inc Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 71,549.00 shares of CBIZ Inc(CBZ), totaling $4.87 Mil. This investment constitutes 2.6% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.13% of the outstanding CBIZ Inc(CBZ) stock.
The initial trade took place in 2021Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 6 purchases of CBZ, at an average price of $35.59, for a total of 143,016.00 shares. In addition, there have been 5 sales at an average price of $55.40 for 71,467.00 shares. Based on historical transaction data and CBZ's current price of $72.25, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his CBZ holdings is $4.04 Mil, reflecting a 79.34% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO CBZ ($72.25) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO CBZ ($72.25) 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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