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Aperio Group’s Commerce Bancshares CBSH Stock Holding History

Aperio Group’s Portfolio CBSH Stock Details CBSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$16.2M Sell
315,424
-32,016
-9% -$1.55M 0.05% 377
2020
Q3 		$14.6M Sell
347,440
-5,790
-2% -$249K 0.05% 357
2020
Q2 		$15.7M Sell
353,230
-93,841
-21% -$4.13M 0.06% 321
2020
Q1 		$16.8M Sell
447,071
-121,193
-21% -$5.74M 0.07% 261
2019
Q4 		$28.8M Sell
568,264
-4,842
-0.8% -$226K 0.1% 211
2019
Q3 		$24.7M Sell
573,106
-8,495
-1% -$354K 0.1% 231
2019
Q2 		$24.7M Sell
581,601
-81,726
-12% -$3.45M 0.1% 228
2019
Q1 		$27.4M Sell
663,327
-9,979
-1% -$427K 0.12% 195
2018
Q4 		$27M Sell
673,306
-35,734
-5% -$1.53M 0.14% 164
2018
Q3 		$31.7M Sell
709,040
-4,048
-0.6% -$189K 0.14% 161
2018
Q2 		$31.2M Sell
713,088
-25,985
-4% -$1.13M 0.15% 157
2018
Q1 		$30M Sell
739,073
-6,167
-0.8% -$245K 0.15% 160
2017
Q4 		$28.2M Sell
745,240
-36,161
-5% -$1.35M 0.14% 168
2017
Q3 		$29.1M Sell
781,401
-48,743
-6% -$1.77M 0.16% 139
2017
Q2 		$30.4M Sell
830,144
-169,102
-17% -$6.04M 0.19% 119
2017
Q1 		$36.2M Sell
999,246
-96,549
-9% -$3.56M 0.25% 89
2016
Q4 		$40.8M Sell
1,095,795
-12,107
-1% -$408K 0.31% 65
2016
Q3 		$33.5M Buy
1,107,902
+109,461
+11% +$3.27M 0.24% 90
2016
Q2 		$29.4M Buy
998,441
+191,283
+24% +$5.52M 0.23% 100
2016
Q1 		$22.3M Buy
807,158
+338,538
+72% +$8.76M 0.19% 130
2015
Q4 		$12.2M Buy
468,620
+328,449
+234% +$8.85M 0.11% 208
2015
Q3 		$3.73M Buy
140,171
+92,227
+192% +$2.48M 0.04% 526
2015
Q2 		$1.31M Buy
47,944
+1,970
+4% +$51.1K 0.01% 864
2015
Q1 		$1.14M Buy
45,974
+2,502
+6% +$61.1K 0.01% 894
2014
Q4 		$1.1M Sell
43,472
-3,815
-8% -$95K 0.01% 866
2014
Q3 		$1.18M Buy
47,287
+1,054
+2% +$26.9K 0.02% 794
2014
Q2 		$1.2M Buy
46,233
+3,757
+9% +$92.9K 0.02% 780
2014
Q1 		$1.1M Buy
+42,476
New +$1.05M 0.02% 963
2013
Q4 		– Sell
-27,959
Closed -$685K – 1034
2013
Q3 		$650K Buy
27,959
+3,016
+12% +$71.7K 0.01% 1035
2013
Q2 		$576K Buy
+24,943
New +$551K 0.01% 975

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aperio Group's CBSH Position: Q4 2020 in Review

Aperio Group reduced its Commerce Bancshares (CBSH) stake by 9.2% in Q4 2020, selling an estimated $1.55M and leaving 315,424 shares worth $16.2M. The position accounts for 0.05% of the portfolio, ranked #377.

Aperio Group first reported a position in CBSH in Q2 2013 and has held it in 30 quarters since. The position peaked at $40.8M in Q4 2016. 382 funds tracked by Wall St. Rank hold CBSH as of Q4 2020.

  • Aperio Group held 315,424 shares of Commerce Bancshares worth $16.2M as of Q4 2020.
  • Aperio Group sold 32,016 Commerce Bancshares shares in Q4 2020, an estimated $1.55M.
  • Commerce Bancshares made up 0.05% of Aperio Group's portfolio in Q4 2020, its #377 holding.
  • Aperio Group first reported a position in Commerce Bancshares in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Commerce Bancshares position peaked at $40.8M in Q4 2016.
  • 382 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.