Aigen Investment Management’s Cullen/Frost Bankers CFR Stock Holding History

Aigen Investment Management’s Portfolio CFR Stock Details CFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,808	Closed	-$530K	–	825
2023 Q3	$530K	Buy	+5,808	New	+$589K	0.1%	333
2022 Q4	–	Sell	-1,960	Closed	-$259K	–	554
2022 Q3	$259K	Buy	+1,960	New	+$257K	0.04%	441
2022 Q1	–	Sell	-2,427	Closed	-$307K	–	618
2021 Q4	$307K	Buy	+2,427	New	+$312K	0.02%	789
2020 Q2	–	Sell	-3,582	Closed	-$200K	–	881
2020 Q1	$200K	Buy	+3,582	New	+$292K	0.03%	710

Other funds holding CFR

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Aigen Investment Management's CFR Position: Q4 2023 in Review

Aigen Investment Management sold out of Cullen/Frost Bankers (CFR) in Q4 2023, closing a stake of 5,808 shares — an estimated $530K sold.

Aigen Investment Management first reported a position in CFR in Q1 2020 and held it in 4 quarters. The position peaked at $530K in Q3 2023. 407 funds tracked by Wall St. Rank hold CFR as of Q4 2023.

Aigen Investment Management reported no remaining Cullen/Frost Bankers position as of Q4 2023 after selling out during the quarter.
Aigen Investment Management sold 5,808 Cullen/Frost Bankers shares in Q4 2023, an estimated $530K.
Aigen Investment Management first reported a position in Cullen/Frost Bankers in Q1 2020 and held it in 4 quarters.
Aigen Investment Management's Cullen/Frost Bankers position peaked at $530K in Q3 2023.
407 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2023.

Based on Aigen Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.