Mirabella Financial Services’s Cullen/Frost Bankers CFR Stock Holding History

Mirabella Financial Services’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	-2,226	Closed	-$298K	–	415
2022 Q4	$298K	Buy	+2,226	New	+$316K	0.03%	256
2022 Q3	–	Sell	-3,380	Closed	-$394K	–	360
2022 Q2	$394K	Buy	+3,380	New	+$432K	0.04%	288
2021 Q3	–	Sell	-2,150	Closed	-$241K	–	440
2021 Q2	$241K	Buy	+2,150	New	+$251K	0.04%	244
2020 Q4	–	Sell	-29,157	Closed	-$1.86M	–	343
2020 Q3	$1.86M	Buy	+29,157	New	+$2.04M	0.26%	59

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

Mirabella Financial Services's CFR Position: Q1 2023 in Review

Mirabella Financial Services sold out of Cullen/Frost Bankers (CFR) in Q1 2023, closing a stake of 2,226 shares — an estimated $298K sold.

Mirabella Financial Services first reported a position in CFR in Q3 2020 and held it in 4 quarters. The position peaked at $1.86M in Q3 2020. 412 funds tracked by Wall St. Rank hold CFR as of Q1 2023.

Mirabella Financial Services reported no remaining Cullen/Frost Bankers position as of Q1 2023 after selling out during the quarter.
Mirabella Financial Services sold 2,226 Cullen/Frost Bankers shares in Q1 2023, an estimated $298K.
Mirabella Financial Services first reported a position in Cullen/Frost Bankers in Q3 2020 and held it in 4 quarters.
Mirabella Financial Services's Cullen/Frost Bankers position peaked at $1.86M in Q3 2020.
412 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2023.

Based on Mirabella Financial Services's 13F filing for Q1 2023, filed 12 May 2023.