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Zacks Investment Management’s Cullen/Frost Bankers CFR Stock Holding History

Zacks 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
2023
Q1 		– Sell
-18,918
Closed -$2.53M – 642
2022
Q4 		$2.53M Buy
+18,918
New +$2.69M 0.04% 255
2015
Q4 		– Sell
-5,123
Closed -$326K – 574
2015
Q3 		$326K Buy
+5,123
New +$349K 0.01% 496

Other funds holding CFR

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zacks Investment Management's CFR Position: Q1 2023 in Review

Zacks Investment Management sold out of Cullen/Frost Bankers (CFR) in Q1 2023, closing a stake of 18,918 shares — an estimated $2.53M sold.

Zacks Investment Management first reported a position in CFR in Q3 2015 and held it in 2 quarters. The position peaked at $2.53M in Q4 2022. 412 funds tracked by Wall St. Rank hold CFR as of Q1 2023.

  • Zacks Investment Management reported no remaining Cullen/Frost Bankers position as of Q1 2023 after selling out during the quarter.
  • Zacks Investment Management sold 18,918 Cullen/Frost Bankers shares in Q1 2023, an estimated $2.53M.
  • Zacks Investment Management first reported a position in Cullen/Frost Bankers in Q3 2015 and held it in 2 quarters.
  • Zacks Investment Management's Cullen/Frost Bankers position peaked at $2.53M in Q4 2022.
  • 412 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.