Bartlett & Co’s Canadian Imperial Bank of Commerce CM Stock Holding History

Bartlett & Co’s Portfolio CM Stock Details CM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$427K	Hold	8,896	–	–	0.01%	366
2023 Q3	$343K	Hold	8,896	–	–	0.01%	383
2023 Q2	$380K	Hold	8,896	–	–	0.01%	375
2023 Q1	$377K	Hold	8,896	–	–	0.01%	310
2022 Q4	$360K	Hold	8,896	–	–	0.01%	320
2022 Q3	$389K	Hold	8,896	–	–	0.01%	305
2022 Q2	$438K	Hold	8,896	–	–	0.01%	294
2022 Q1	$547K	Hold	8,896	–	–	0.01%	288
2021 Q4	$524K	Buy	+8,896	New	+$518K	0.01%	292
2019 Q2	–	Sell	-18	Closed	-$1K	–	741
2019 Q1	$1K	Buy	+18	New	+$747	﹤0.01%	668

Other funds holding CM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bartlett & Co's CM Position: Q4 2023 in Review

Bartlett & Co held its Canadian Imperial Bank of Commerce (CM) position steady in Q4 2023 at 8,896 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #366.

Bartlett & Co first reported a position in CM in Q1 2019 and has held it in 10 quarters since. The position peaked at $547K in Q1 2022. 393 funds tracked by Wall St. Rank hold CM as of Q4 2023.

Bartlett & Co held 8,896 shares of Canadian Imperial Bank of Commerce worth $427K as of Q4 2023.
Bartlett & Co left its Canadian Imperial Bank of Commerce share count unchanged in Q4 2023.
Canadian Imperial Bank of Commerce made up 0.01% of Bartlett & Co's portfolio in Q4 2023, its #366 holding.
Bartlett & Co first reported a position in Canadian Imperial Bank of Commerce in Q1 2019 and has held it in 10 quarters since.
Bartlett & Co's Canadian Imperial Bank of Commerce position peaked at $547K in Q1 2022.
393 funds tracked by Wall St. Rank held Canadian Imperial Bank of Commerce as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.