TIM
CBSH icon

Tortoise Investment Management’s Commerce Bancshares CBSH Stock Holding History

Tortoise 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
Q3 		– Sell
-31
Closed -$1.56K – 892
2024
Q2 		$1.56K Sell
31
-399
-93% -$19.7K ﹤0.01% 801
2024
Q1 		$20.7K Buy
430
+25
+6% +$1.19K ﹤0.01% 506
2023
Q4 		$19.6K Sell
405
-19
-4% -$820 ﹤0.01% 482
2023
Q3 		$17.6K Hold
424
– – ﹤0.01% 477
2023
Q2 		$17.8K Hold
424
– – ﹤0.01% 487
2023
Q1 		$21.4K Hold
424
– – ﹤0.01% 447
2022
Q4 		$24.9K Sell
424
-20
-5% -$1.17K ﹤0.01% 428
2022
Q3 		$24K Sell
444
-29
-6% -$1.65K ﹤0.01% 411
2022
Q2 		$26K Buy
+473
New +$26.6K 0.01% 388

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tortoise Investment Management's CBSH Position: Q3 2024 in Review

Tortoise Investment Management sold out of Commerce Bancshares (CBSH) in Q3 2024, closing a stake of 31 shares — an estimated $1.56K sold.

Tortoise Investment Management first reported a position in CBSH in Q2 2022 and held it in 9 quarters. The position peaked at $26K in Q2 2022. 443 funds tracked by Wall St. Rank hold CBSH as of Q3 2024.

  • Tortoise Investment Management reported no remaining Commerce Bancshares position as of Q3 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 31 Commerce Bancshares shares in Q3 2024, an estimated $1.56K.
  • Tortoise Investment Management first reported a position in Commerce Bancshares in Q2 2022 and held it in 9 quarters.
  • Tortoise Investment Management's Commerce Bancshares position peaked at $26K in Q2 2022.
  • 443 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2024.

Based on Tortoise Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.