Essex Investment Management’s Commerce Bancshares CBSH Stock Holding History

Essex Investment Management’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 Q2	–	Sell	-30,158	Closed	-$1.13M	–	423
2020 Q1	$1.13M	Hold	30,158	–	–	0.23%	144
2019 Q4	$1.53M	Hold	30,158	–	–	0.19%	179
2019 Q3	$1.3M	Hold	30,158	–	–	0.19%	174
2019 Q2	$1.28M	Hold	30,158	–	–	0.18%	190
2019 Q1	$1.24M	Hold	30,158	–	–	0.18%	175
2018 Q4	$1.21M	Sell	30,158 -483	-2%	-$20.7K	0.19%	162
2018 Q3	$1.37M	Hold	30,641	–	–	0.16%	191
2018 Q2	$1.34M	Hold	30,641	–	–	0.17%	184
2018 Q1	$1.24M	Hold	30,641	–	–	0.16%	181
2017 Q4	$1.16M	Sell	30,641 -1	-0%	-$37	0.15%	202
2017 Q3	$1.14M	Sell	30,642 -1,664	-5%	-$60.4K	0.16%	197
2017 Q2	$1.18M	Hold	32,306	–	–	0.17%	181
2017 Q1	$1.17M	Buy	+32,306	New	+$1.19M	0.18%	159

Other funds holding CBSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Essex Investment Management's CBSH Position: Q2 2020 in Review

Essex Investment Management sold out of Commerce Bancshares (CBSH) in Q2 2020, closing a stake of 30,158 shares — an estimated $1.13M sold.

Essex Investment Management first reported a position in CBSH in Q1 2017 and held it in 13 quarters. The position peaked at $1.53M in Q4 2019. 357 funds tracked by Wall St. Rank hold CBSH as of Q2 2020.

Essex Investment Management reported no remaining Commerce Bancshares position as of Q2 2020 after selling out during the quarter.
Essex Investment Management sold 30,158 Commerce Bancshares shares in Q2 2020, an estimated $1.13M.
Essex Investment Management first reported a position in Commerce Bancshares in Q1 2017 and held it in 13 quarters.
Essex Investment Management's Commerce Bancshares position peaked at $1.53M in Q4 2019.
357 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2020.

Based on Essex Investment Management's 13F filing for Q2 2020, filed 4 Aug 2020.