Berman Capital Advisors’s Cullen/Frost Bankers CFR Stock Holding History

Berman Capital Advisors’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
2021 Q3	$23K	Sell	199 -1	-0.5%	-$112	﹤0.01%	928
2021 Q2	$22K	Buy	200 +1	+0.5%	+$117	﹤0.01%	870
2021 Q1	$21K	Hold	199	–	–	﹤0.01%	765
2020 Q4	$17K	Hold	199	–	–	﹤0.01%	715
2020 Q3	$12K	Buy	199 +1	+0.5%	+$70	﹤0.01%	738
2020 Q2	$14K	Buy	198 +65	+49%	+$4.53K	﹤0.01%	642
2020 Q1	$7K	Buy	+133	New	+$10.8K	﹤0.01%	761

Other funds holding CFR

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Berman Capital Advisors's CFR Position: Q3 2021 in Review

Berman Capital Advisors reduced its Cullen/Frost Bankers (CFR) stake by 0.5% in Q3 2021, selling an estimated $112 and leaving 199 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Berman Capital Advisors first reported a position in CFR in Q1 2020 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold CFR as of Q3 2021.

Berman Capital Advisors held 199 shares of Cullen/Frost Bankers worth $23K as of Q3 2021.
Berman Capital Advisors sold 1 Cullen/Frost Bankers share in Q3 2021, an estimated $112.
Cullen/Frost Bankers made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #928 holding.
Berman Capital Advisors first reported a position in Cullen/Frost Bankers in Q1 2020 and has held it in 7 quarters since.
331 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.