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Weld Capital Management’s Cullen/Frost Bankers CFR Stock Holding History

Weld Capital 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
2020
Q2 		– Sell
-4,530
Closed -$253K – 490
2020
Q1 		$253K Sell
4,530
-8,712
-66% -$710K 0.13% 270
2019
Q4 		$1.29M Buy
+13,242
New +$1.23M 0.25% 129
2019
Q2 		– Sell
-11,836
Closed -$1.15M – 758
2019
Q1 		$1.15M Sell
11,836
-366
-3% -$36.3K 0.21% 175
2018
Q4 		$1.07M Buy
+12,202
New +$1.19M 0.24% 117

Other funds holding CFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Weld Capital Management's CFR Position: Q2 2020 in Review

Weld Capital Management sold out of Cullen/Frost Bankers (CFR) in Q2 2020, closing a stake of 4,530 shares — an estimated $253K sold.

Weld Capital Management first reported a position in CFR in Q4 2018 and held it in 4 quarters. The position peaked at $1.29M in Q4 2019. 287 funds tracked by Wall St. Rank hold CFR as of Q2 2020.

  • Weld Capital Management reported no remaining Cullen/Frost Bankers position as of Q2 2020 after selling out during the quarter.
  • Weld Capital Management sold 4,530 Cullen/Frost Bankers shares in Q2 2020, an estimated $253K.
  • Weld Capital Management first reported a position in Cullen/Frost Bankers in Q4 2018 and held it in 4 quarters.
  • Weld Capital Management's Cullen/Frost Bankers position peaked at $1.29M in Q4 2019.
  • 287 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2020.

Based on Weld Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.