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TIM
Tortoise Investment Management’s
Cullen/Frost Bankers
CFR
Stock Holding History
Tortoise Investment Management’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
2025
Q4
–
Sell
-2
Closed
-$254
–
438
2025
Q3
$254
Buy
2
+1
+100%
+$130
﹤0.01%
1281
2025
Q2
$129
Buy
+1
New
+$122
﹤0.01%
1237
2024
Q3
–
Sell
-18
Closed
-$1.83K
–
894
2024
Q2
$1.83K
Hold
18
–
–
﹤0.01%
788
2024
Q1
$2.03K
Buy
18
+1
+6%
+$107
﹤0.01%
775
2023
Q4
$1.84K
Hold
17
–
–
﹤0.01%
712
2023
Q3
$1.55K
Hold
17
–
–
﹤0.01%
721
2023
Q2
$1.83K
Hold
17
–
–
﹤0.01%
701
2023
Q1
$1.79K
Hold
17
–
–
﹤0.01%
701
2022
Q4
$2.27K
Hold
17
–
–
﹤0.01%
680
2022
Q3
$2K
Sell
17
-20
-54%
-$2.62K
﹤0.01%
681
2022
Q2
$4K
Buy
+37
New
+$4.73K
﹤0.01%
607
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1-Year Est. Return
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CIP
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$7.88B AUM
6.82%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
BTW
Boston Trust Walden
Boston, Massachusetts
$12.2B AUM
12.45%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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