| Quarter | Action | Shares change | Est. value change | Δ Own | Shares held | Filing date |
|---|---|---|---|---|---|---|
| Q4 2023 | Exited | −5K | −$264K | −100.0% | 0 | Feb 13, 2024 |
| Q3 2023 | Reduced | −18K | −$953K | −79.1% | 5K | Nov 13, 2023 |
| Q2 2023 | Reduced | −12K | −$620K | −35.0% | 22K | Aug 14, 2023 |
| Q1 2023 | Added | +200 | +$10K | +0.6% | 34K | May 12, 2023 |
| Q4 2022 | Added | +25K | +$1.2M | +256.2% | 34K | Feb 13, 2023 |
| Q3 2022 | Reduced | −44K | −$1.9M | −82.2% | 10K | Nov 10, 2022 |
| Q2 2022 | Added | +6K | +$255K | +13.2% | 54K | Aug 12, 2022 |
| Q1 2022 | New | +48K | +$1.9M | – | 48K | May 13, 2022 |
| Q2 2021 | Reduced | −92K | −$3.1M | −89.0% | 11K | Aug 12, 2021 |
| Q1 2021 | First covered | – | – | – | 103K | May 13, 2021 |
Not currently. Jeremy Grantham fully exited CBZ in Q4 2023, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jeremy Grantham held CBZ since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Yes. Jeremy Grantham reduced and then fully exited CBZ by Q4 2023; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
None as of the latest filing: Jeremy Grantham has exited CBZ. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jeremy Grantham's estimated average buy price for CBZ is $45.24, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
