Cullen/Frost Bankers’s Box BOX Stock Holding History

Cullen/Frost Bankers’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-68	Closed	-$1.8K	–	1236
2024 Q2	$1.8K	Hold	68	–	–	﹤0.01%	1124
2024 Q1	$1.93K	Hold	68	–	–	﹤0.01%	941
2023 Q4	$1.74K	Sell	68 -200	-75%	-$5.06K	﹤0.01%	958
2023 Q3	$6.49K	Hold	268	–	–	﹤0.01%	965
2023 Q2	$7.87K	Buy	268 +68	+34%	+$1.88K	﹤0.01%	944
2023 Q1	$5.36K	Hold	200	–	–	﹤0.01%	1014
2022 Q4	$6.23K	Hold	200	–	–	﹤0.01%	956
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	994
2022 Q2	$5K	Sell	200 -17	-8%	-$475	﹤0.01%	957
2022 Q1	$6K	Hold	217	–	–	﹤0.01%	986
2021 Q4	$6K	Buy	217 +17	+9%	+$438	﹤0.01%	1015
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	1115
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	1111
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	978
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	962
2020 Q3	$3K	Hold	200	–	–	﹤0.01%	992
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	972
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	827
2019 Q4	$3K	Hold	200	–	–	﹤0.01%	974
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	944
2019 Q2	$4K	Hold	200	–	–	﹤0.01%	927
2019 Q1	$4K	Buy	+200	New	+$4.14K	﹤0.01%	819

Other funds holding BOX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Bank of America

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

Geode Capital Management

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return