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Jim Simons's CBIZ, Inc. (CBZ) position

Not anymore: Jim Simons fully exited CBZ in Q4 2023. The position peaked at $3.7M in Q3 2021.
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Value at exit
$733K
Shares at exit
14K
Est. average buy price (i)
$49.78
Quarter-end price
$51.90

Estimated trade prices

Average price in quarters with purchases
$35.86
Average prices in quarters with sales
  • Q3 2023: $53.89 (9K shares sold)

CBZ price vs Simons's position

1Y 3Y 5Y MAX
Dates
$30$10020222023202420252026Added 44K shares (61.9%) · Q3 2021. Average closing price $32.54 · Price range $30.78–$34.4844KsharespurchasedNew position of 8K shares · Q4 2022. Average closing price $47.53 · Price range $43.77–$50.518KsharespurchasedAdded 2K shares (25.0%) · Q1 2023. Average closing price $48.17 · Price range $45.60–$51.102KsharespurchasedAdded 13K shares (128.3%) · Q2 2023. Average closing price $51.44 · Price range $48.43–$54.6113KsharespurchasedSold 9K shares (38.1%) · Q3 2023. Average closing price $53.89 · Price range $51.45–$56.729Ksharessold← Earlier —1 purchase
Average closing price · filing quarter
$53.89
Price range · filing quarter
$51.45 – $56.72
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q4 2023 Exited −14K −$798K −100.0% 0 Feb 13, 2024
Q3 2023 Reduced −9K −$469K −38.1% 14K Nov 14, 2023
Q2 2023 Added +13K +$660K +128.3% 23K Aug 11, 2023
Q1 2023 Added +2K +$96K +25.0% 10K May 12, 2023
Q4 2022 New +8K +$380K – 8K Feb 13, 2023
Q3 2021 Added +44K +$1.4M +61.9% 115K Nov 12, 2021
Q2 2021 New +71K +$2.4M – 71K Aug 13, 2021
Data through Q4 2023 · filed Feb 13, 2024
7 grouped rows from 7 quarters

More Simons positions

United Therapeutics Corporation(UTHR)
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1.7% of portfolio

Palantir Technologies Inc.(PLTR)
$997M
1.6% of portfolio

Apple Inc.(AAPL)
$778M
1.2% of portfolio

Kinross Gold Corporation(KGC)
$780M
1.2% of portfolio

Micron Technology, Inc.(MU)
$731M
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VeriSign, Inc.(VRSN)
$700M
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Common questions

Does Jim Simons own CBZ?

Not currently. Jim Simons 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.

When did Jim Simons buy CBZ?

Jim Simons first disclosed a CBZ position in Q2 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell CBZ?

Yes. Jim Simons 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.

How many shares of CBZ does Jim Simons own?

None as of the latest filing: Jim Simons has exited CBZ. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for CBZ?

Jim Simons's estimated average buy price for CBZ is $49.78, 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.

How are the estimated trade prices calculated?

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.