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McDonald Partners’s Commerce Bancshares CBSH Stock Holding History

McDonald Partners’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
Q2 		– Sell
-4,059
Closed -$205K – 243
2023
Q1 		$205K Buy
4,059
+203
+5% +$11.3K 0.07% 217
2022
Q4 		$227K Sell
3,856
-65
-2% -$3.79K 0.08% 208
2022
Q3 		$213K Sell
3,921
-111
-3% -$6.33K 0.08% 201
2022
Q2 		$218K Buy
4,032
+74
+2% +$4.16K 0.06% 269
2022
Q1 		$233K Buy
+3,958
New +$231K 0.05% 281

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

McDonald Partners's CBSH Position: Q2 2023 in Review

McDonald Partners sold out of Commerce Bancshares (CBSH) in Q2 2023, closing a stake of 4,059 shares — an estimated $205K sold.

McDonald Partners first reported a position in CBSH in Q1 2022 and held it in 5 quarters. The position peaked at $233K in Q1 2022. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2023.

  • McDonald Partners reported no remaining Commerce Bancshares position as of Q2 2023 after selling out during the quarter.
  • McDonald Partners sold 4,059 Commerce Bancshares shares in Q2 2023, an estimated $205K.
  • McDonald Partners first reported a position in Commerce Bancshares in Q1 2022 and held it in 5 quarters.
  • McDonald Partners's Commerce Bancshares position peaked at $233K in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2023.

Based on McDonald Partners's 13F filing for Q2 2023, filed 17 Jul 2023.