CI Investments Inc
CFR icon

CI Investments Inc’s Cullen/Frost Bankers CFR Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-611
Closed -$77K – 755
2025
Q3 		$77K Sell
611
-399
-40% -$51.9K ﹤0.01% 937
2025
Q2 		$130K Sell
1,010
-294
-23% -$35.9K ﹤0.01% 838
2025
Q1 		$163K Buy
1,304
+36
+3% +$4.84K ﹤0.01% 786
2024
Q4 		$170K Buy
1,268
+269
+27% +$35.3K ﹤0.01% 789
2024
Q3 		$112K Buy
999
+109
+12% +$11.9K ﹤0.01% 827
2024
Q2 		$90K Buy
890
+10
+1% +$1.05K ﹤0.01% 844
2024
Q1 		$99K Buy
880
+161
+22% +$17.2K ﹤0.01% 896
2023
Q4 		$78K Buy
719
+8
+1% +$777 ﹤0.01% 891
2023
Q3 		$65K Buy
711
+2
+0.3% +$203 ﹤0.01% 912
2023
Q2 		$76K Buy
709
+48
+7% +$5.01K ﹤0.01% 851
2023
Q1 		$70K Buy
661
+52
+9% +$6.47K ﹤0.01% 816
2022
Q4 		$81K Buy
609
+154
+34% +$21.9K ﹤0.01% 806
2022
Q3 		$60K Sell
455
-24
-5% -$3.15K ﹤0.01% 795
2022
Q2 		$56K Sell
479
-370
-44% -$47.3K ﹤0.01% 812
2022
Q1 		$118K Hold
849
– – ﹤0.01% 822
2021
Q4 		$107K Sell
849
-450
-35% -$57.9K ﹤0.01% 884
2021
Q3 		$154K Buy
1,299
+88
+7% +$9.82K ﹤0.01% 778
2021
Q2 		$136K Buy
1,211
+442
+57% +$51.6K ﹤0.01% 816
2021
Q1 		$84K Buy
769
+12
+2% +$1.24K ﹤0.01% 806
2020
Q4 		$66K Buy
757
+135
+22% +$10.6K ﹤0.01% 796
2020
Q3 		$40K Buy
+622
New +$43.6K ﹤0.01% 757

Other funds holding CFR

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return