Freedom Day Solutions’s Cullen/Frost Bankers CFR Stock Holding History

Freedom Day Solutions’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
2019 Q4	–	Sell	-17,700	Closed	-$1.57M	–	91
2019 Q3	$1.57M	Sell	17,700 -2,602	-13%	-$231K	1.14%	45
2019 Q2	$1.9M	Sell	20,302 -33	-0.2%	-$3.23K	1.44%	32
2019 Q1	$1.97M	Sell	20,335 -1,080	-5%	-$107K	1.62%	22
2018 Q4	$1.88M	Sell	21,415 -230	-1%	-$22.4K	1.97%	17
2018 Q3	$2.26M	Sell	21,645 -545	-2%	-$60.5K	1.78%	16
2018 Q2	$2.4M	Sell	22,190 -208	-0.9%	-$23.5K	1.96%	10
2018 Q1	$2.38M	Sell	22,398 -274	-1%	-$28.6K	2.07%	12
2017 Q4	$2.15M	Buy	+22,672	New	+$2.18M	1.82%	21

Other funds holding CFR

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Freedom Day Solutions's CFR Position: Q4 2019 in Review

Freedom Day Solutions sold out of Cullen/Frost Bankers (CFR) in Q4 2019, closing a stake of 17,700 shares — an estimated $1.57M sold.

Freedom Day Solutions first reported a position in CFR in Q4 2017 and held it in 8 quarters. The position peaked at $2.4M in Q2 2018. 324 funds tracked by Wall St. Rank hold CFR as of Q4 2019.

Freedom Day Solutions reported no remaining Cullen/Frost Bankers position as of Q4 2019 after selling out during the quarter.
Freedom Day Solutions sold 17,700 Cullen/Frost Bankers shares in Q4 2019, an estimated $1.57M.
Freedom Day Solutions first reported a position in Cullen/Frost Bankers in Q4 2017 and held it in 8 quarters.
Freedom Day Solutions's Cullen/Frost Bankers position peaked at $2.4M in Q2 2018.
324 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q4 2019.

Based on Freedom Day Solutions's 13F filing for Q4 2019, filed 21 Jan 2020.