Joel Greenblatt Cbiz, Inc. Transaction History

Gotham Asset Management, LLC

$11.5 Billion
Q1 2025

A detailed history of Joel Greenblatt (Gotham Asset Management, LLC) transactions in Cbiz, Inc. stock. As of the latest transaction made, Gotham Asset Management, LLC holds 5,914 shares of CBZ stock, worth $460,168. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,914

Previous 5,933 0.32%

Holding current value

$460,168

Previous $485,000 7.63%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$68.46 - $88.65 $1,300 - $1,684	-19 Reduced 0.32%	5,914 $448,000
Q4 2024 Feb 14, 2025	BUY	$63.78 - $83.43 $956 - $1,251	15 Added 0.25%	5,933 $485,000
Q2 2024 Aug 14, 2024	SELL	$71.18 - $78.99 $569 - $631	-8 Reduced 0.13%	5,918 $438,000
Q1 2024 May 15, 2024	BUY	$60.7 - $78.5 $242 - $314	4 Added 0.07%	5,926 $465,000
Q4 2023 Feb 14, 2024	SELL	$50.14 - $62.76 $61,822 - $77,383	-1,233 Reduced 17.23%	5,922 $370,000
Q3 2023 Nov 14, 2023	SELL	$51.45 - $56.72 $2,829 - $3,119	-55 Reduced 0.76%	7,155 $371,000
Q2 2023 Aug 14, 2023	SELL	$48.43 - $54.61 $111,970 - $126,258	-2,312 Reduced 24.28%	7,210 $384,000
Q1 2023 May 15, 2023	SELL	$45.6 - $51.1 $67,624 - $75,781	-1,483 Reduced 13.48%	9,522 $471,000
Q4 2022 Feb 14, 2023	BUY	$43.77 - $50.51 $148,686 - $171,582	3,397 Added 44.65%	11,005 $515,000
Q3 2022 Nov 14, 2022	BUY	$39.89 - $48.01 $303,483 - $365,260	7,608 New	7,608 $325,000
Q2 2022 Aug 15, 2022	SELL	$37.17 - $43.74 $233,799 - $275,124	-6,290 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$37.19 - $41.97 $64,896 - $73,237	-1,745 Reduced 21.72%	6,290 $264,000
Q4 2021 Feb 14, 2022	SELL	$33.06 - $40.19 $20,100 - $24,435	-608 Reduced 7.03%	8,035 $314,000
Q3 2021 Nov 15, 2021	BUY	$30.78 - $34.48 $266,031 - $298,010	8,643 New	8,643 $280,000
Q4 2020 Feb 16, 2021	SELL	$22.37 - $26.82 $226,227 - $271,230	-10,113 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$22.14 - $25.68 $223,901 - $259,701	10,113 New	10,113 $231,000
Q3 2019 Nov 14, 2019	SELL	$19.58 - $24.58 $209,486 - $262,981	-10,699 Closed	0 $0
Q2 2019 Aug 14, 2019	SELL	$19.31 - $20.84 $667,411 - $720,292	-34,563 Reduced 76.36%	10,699 $210,000
Q1 2019 May 15, 2019	SELL	$19.07 - $21.36 $29,806 - $33,385	-1,563 Reduced 3.34%	45,262 $916,000
Q4 2018 Feb 14, 2019	BUY	$18.76 - $23.98 $423,131 - $540,868	22,555 Added 92.93%	46,825 $922,000
Q3 2018 Nov 14, 2018	BUY	$21.55 - $24.25 $523,018 - $588,547	24,270 New	24,270 $575,000
Q1 2018 May 15, 2018	SELL	$15.7 - $19.4 $163,766 - $202,361	-10,431 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$14.75 - $17.25 $153,857 - $179,934	10,431	10,431 $161,000

Others Institutions Holding CBZ

# of Institutions

296

Shares Held

47.6M

Call Options Held

10K

Put Options Held

View Full List

About CBIZ, Inc.

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $4B
Description
CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...

More about CBZ

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