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Zullo Investment Group’s Commerce Bancshares CBSH Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-21
Closed -$1.23K – 212
2022
Q4 		$1.23K Sell
21
-1
-5% -$58 ﹤0.01% 726
2022
Q3 		$1K Hold
22
– – ﹤0.01% 727
2022
Q2 		$1K Hold
22
– – ﹤0.01% 746
2022
Q1 		$1K Hold
22
– – ﹤0.01% 768
2021
Q4 		$1K Buy
+22
New +$1.24K ﹤0.01% 779

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zullo Investment Group's CBSH Position: Q1 2023 in Review

Zullo Investment Group sold out of Commerce Bancshares (CBSH) in Q1 2023, closing a stake of 21 shares — an estimated $1.23K sold.

Zullo Investment Group first reported a position in CBSH in Q4 2021 and held it in 5 quarters. The position peaked at $1.23K in Q4 2022. 411 funds tracked by Wall St. Rank hold CBSH as of Q1 2023.

  • Zullo Investment Group reported no remaining Commerce Bancshares position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 21 Commerce Bancshares shares in Q1 2023, an estimated $1.23K.
  • Zullo Investment Group first reported a position in Commerce Bancshares in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Commerce Bancshares position peaked at $1.23K in Q4 2022.
  • 411 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.