Moseley Investment Management’s Commerce Bancshares CBSH Stock Holding History

Moseley 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
2024 Q1	–	Sell	-8,178	Closed	-$396K	–	151
2023 Q4	$396K	Sell	8,178 -1	-0%	-$43	0.22%	95
2023 Q3	$339K	Hold	8,179	–	–	0.2%	99
2023 Q2	$344K	Sell	8,179 -578	-7%	-$25.6K	0.2%	101
2023 Q1	$441K	Hold	8,757	–	–	0.29%	84
2022 Q4	$515K	Sell	8,757 -1	-0%	-$58	0.37%	69
2022 Q3	$477K	Hold	8,758	–	–	0.35%	70
2022 Q2	$473K	Hold	8,758	–	–	0.33%	83
2022 Q1	$516K	Hold	8,758	–	–	0.28%	94
2021 Q4	$495K	Hold	8,758	–	–	0.22%	105
2021 Q3	$487K	Hold	8,758	–	–	0.24%	99
2021 Q2	$512K	Hold	8,758	–	–	0.25%	98
2021 Q1	$526K	Hold	8,758	–	–	0.29%	90
2020 Q4	$451K	Sell	8,758 -1	-0%	-$48	0.26%	90
2020 Q3	$368K	Hold	8,759	–	–	0.26%	92
2020 Q2	$389K	Sell	8,759 -7	-0.1%	-$308	0.32%	77
2020 Q1	$329K	Hold	8,766	–	–	0.39%	71
2019 Q4	$444K	Hold	8,766	–	–	0.44%	68
2019 Q3	$378K	Hold	8,766	–	–	0.4%	75
2019 Q2	$372K	Hold	8,766	–	–	0.35%	84
2019 Q1	$362K	Buy	+8,766	New	+$375K	0.38%	76

Other funds holding CBSH

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moseley Investment Management's CBSH Position: Q1 2024 in Review

Moseley Investment Management sold out of Commerce Bancshares (CBSH) in Q1 2024, closing a stake of 8,178 shares — an estimated $396K sold.

Moseley Investment Management first reported a position in CBSH in Q1 2019 and held it in 20 quarters. The position peaked at $526K in Q1 2021. 384 funds tracked by Wall St. Rank hold CBSH as of Q1 2024.

Moseley Investment Management reported no remaining Commerce Bancshares position as of Q1 2024 after selling out during the quarter.
Moseley Investment Management sold 8,178 Commerce Bancshares shares in Q1 2024, an estimated $396K.
Moseley Investment Management first reported a position in Commerce Bancshares in Q1 2019 and held it in 20 quarters.
Moseley Investment Management's Commerce Bancshares position peaked at $526K in Q1 2021.
384 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2024.

Based on Moseley Investment Management's 13F filing for Q1 2024, filed 4 Apr 2024.