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Disciplined Growth Investors’s Cullen/Frost Bankers CFR Stock Holding History

Disciplined Growth Investors’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
Q4 		– Sell
-109,678
Closed -$13M – 102
2021
Q3 		$13M Sell
109,678
-4,497
-4% -$502K 0.26% 58
2021
Q2 		$12.8M Buy
114,175
+2,134
+2% +$249K 0.24% 59
2021
Q1 		$12.2M Sell
112,041
-15,107
-12% -$1.56M 0.25% 59
2020
Q4 		$11.1M Sell
127,148
-3,562
-3% -$280K 0.21% 58
2020
Q3 		$8.36M Buy
+130,710
New +$9.17M 0.2% 61

Other funds holding CFR

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Disciplined Growth Investors's CFR Position: Q4 2021 in Review

Disciplined Growth Investors sold out of Cullen/Frost Bankers (CFR) in Q4 2021, closing a stake of 109,678 shares — an estimated $13M sold.

Disciplined Growth Investors first reported a position in CFR in Q3 2020 and held it in 5 quarters. The position peaked at $13M in Q3 2021. 372 funds tracked by Wall St. Rank hold CFR as of Q4 2021.

  • Disciplined Growth Investors reported no remaining Cullen/Frost Bankers position as of Q4 2021 after selling out during the quarter.
  • Disciplined Growth Investors sold 109,678 Cullen/Frost Bankers shares in Q4 2021, an estimated $13M.
  • Disciplined Growth Investors first reported a position in Cullen/Frost Bankers in Q3 2020 and held it in 5 quarters.
  • Disciplined Growth Investors's Cullen/Frost Bankers position peaked at $13M in Q3 2021.
  • 372 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2021.

Based on Disciplined Growth Investors's 13F filing for Q4 2021, filed 14 Feb 2022.