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Disciplined Investments’s Commerce Bancshares CBSH Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-28
Closed -$1.17K – 331
2023
Q2 		$1.17K Hold
28
– – ﹤0.01% 895
2023
Q1 		$1.4K Sell
28
-2
-7% -$112 ﹤0.01% 822
2022
Q4 		$1.77K Sell
30
-6
-17% -$350 ﹤0.01% 664
2022
Q3 		$2K Buy
36
+7
+24% +$399 ﹤0.01% 590
2022
Q2 		$2K Sell
29
-3
-9% -$168 ﹤0.01% 621
2022
Q1 		$2K Buy
+32
New +$1.87K ﹤0.01% 652

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Investments's CBSH Position: Q3 2023 in Review

Disciplined Investments sold out of Commerce Bancshares (CBSH) in Q3 2023, closing a stake of 28 shares — an estimated $1.17K sold.

Disciplined Investments first reported a position in CBSH in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 383 funds tracked by Wall St. Rank hold CBSH as of Q3 2023.

  • Disciplined Investments reported no remaining Commerce Bancshares position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 28 Commerce Bancshares shares in Q3 2023, an estimated $1.17K.
  • Disciplined Investments first reported a position in Commerce Bancshares in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Commerce Bancshares position peaked at $2K in Q3 2022.
  • 383 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.