CFB
EFOR

Cullen/Frost Bankers’s Everforth Inc EFOR Stock Holding History

Cullen/Frost Bankers’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10
Closed -$882 – 1228
2024
Q2 		$882 Buy
+10
New +$955 ﹤0.01% 1194
2022
Q2 		– Sell
-9
Closed -$1K – 1066
2022
Q1 		$1K Hold
9
– – ﹤0.01% 1078
2021
Q4 		$1K Buy
+9
New +$1.1K ﹤0.01% 1100

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Cullen/Frost Bankers's EFOR Position: Q3 2024 in Review

Cullen/Frost Bankers sold out of Everforth Inc (EFOR) in Q3 2024, closing a stake of 10 shares — an estimated $882 sold.

Cullen/Frost Bankers first reported a position in EFOR in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 296 funds tracked by Wall St. Rank hold EFOR as of Q3 2024.

  • Cullen/Frost Bankers reported no remaining Everforth Inc position as of Q3 2024 after selling out during the quarter.
  • Cullen/Frost Bankers sold 10 Everforth Inc shares in Q3 2024, an estimated $882.
  • Cullen/Frost Bankers first reported a position in Everforth Inc in Q4 2021 and held it in 3 quarters.
  • Cullen/Frost Bankers's Everforth Inc position peaked at $1K in Q1 2022.
  • 296 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2024.

Based on Cullen/Frost Bankers's 13F filing for Q3 2024, filed 6 Nov 2024.