LM Advisors’s Cullen/Frost Bankers CFR Stock Holding History

LM Advisors’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
2024 Q1	–	Sell	-14	Closed	-$1.54K	–	290
2023 Q4	$1.54K	Buy	+14	New	+$1.36K	﹤0.01%	673

Other funds holding CFR

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LM Advisors's CFR Position: Q1 2024 in Review

LM Advisors sold out of Cullen/Frost Bankers (CFR) in Q1 2024, closing a stake of 14 shares — an estimated $1.54K sold.

LM Advisors first reported a position in CFR in Q4 2023 and held it in 1 quarter. The position peaked at $1.54K in Q4 2023. 411 funds tracked by Wall St. Rank hold CFR as of Q1 2024.

LM Advisors reported no remaining Cullen/Frost Bankers position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 14 Cullen/Frost Bankers shares in Q1 2024, an estimated $1.54K.
LM Advisors first reported a position in Cullen/Frost Bankers in Q4 2023 and held it in 1 quarter.
LM Advisors's Cullen/Frost Bankers position peaked at $1.54K in Q4 2023.
411 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.