Ownership history in Ethic Inc. · 3 quarters on record
This page tracks every 13F SEC filing in which Ethic Inc. reported a position in CBIZ INC (CBZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4,050 | +283 | +7.5% | 0.00% | $214K | $52.96 |
| 2025 Q2 | ADDED | 3,767 | +668 | +21.6% | 0.00% | $268K | $71.71 |
| 2025 Q1 | INITIATED | 3,099 | — | — | 0.00% | $239K | $75.86 |
As of 2025 Q4 — sorted by position size