Madden Securities’s Cullen/Frost Bankers CFR Stock Holding History

Madden Securities’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
2023 Q1	–	Sell	-750	Closed	-$100K	–	137
2022 Q4	$100K	Buy	+750	New	+$107K	0.05%	133
2021 Q3	–	Sell	-4,050	Closed	-$454K	–	117
2021 Q2	$454K	Hold	4,050	–	–	0.24%	96
2021 Q1	$440K	Hold	4,050	–	–	0.26%	95
2020 Q4	$353K	Buy	4,050 +300	+8%	+$23.6K	0.23%	96
2020 Q3	$240K	Buy	+3,750	New	+$263K	0.18%	103
2019 Q4	$215K	Buy	+2,200	New	+$204K	0.22%	105

Other funds holding CFR

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

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

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

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

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

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

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

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

Madden Securities's CFR Position: Q1 2023 in Review

Madden Securities sold out of Cullen/Frost Bankers (CFR) in Q1 2023, closing a stake of 750 shares — an estimated $100K sold.

Madden Securities first reported a position in CFR in Q4 2019 and held it in 6 quarters. The position peaked at $454K in Q2 2021. 412 funds tracked by Wall St. Rank hold CFR as of Q1 2023.

Madden Securities reported no remaining Cullen/Frost Bankers position as of Q1 2023 after selling out during the quarter.
Madden Securities sold 750 Cullen/Frost Bankers shares in Q1 2023, an estimated $100K.
Madden Securities first reported a position in Cullen/Frost Bankers in Q4 2019 and held it in 6 quarters.
Madden Securities's Cullen/Frost Bankers position peaked at $454K in Q2 2021.
412 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.