Berman Capital Advisors’s Cousins Properties CUZ Stock Holding History

Berman Capital Advisors’s Portfolio CUZ Stock Details CUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$47K	Buy	1,283 +1,254	+4,324%	+$48.3K	0.01%	698
2021 Q2	$1K	Buy	+29	New	+$1.07K	﹤0.01%	1717
2020 Q4	–	Sell	-21	Closed	–	–	1699
2020 Q3	$0	Hold	21	–	–	﹤0.01%	1624
2020 Q2	$0	Sell	21 -194	-90%	-$5.83K	﹤0.01%	1641
2020 Q1	$5K	Sell	215 -60	-22%	-$2.22K	﹤0.01%	878
2019 Q4	$10K	Buy	275 +46	+20%	+$1.81K	﹤0.01%	735
2019 Q3	$8K	Buy	229 +134	+141%	+$4.78K	﹤0.01%	778
2019 Q2	$3K	Sell	95 -1	-1%	-$38	﹤0.01%	1077
2019 Q1	$3K	Buy	96 +61	+174%	+$2.23K	﹤0.01%	991
2018 Q4	$1K	Buy	+35	New	+$1.17K	﹤0.01%	972

Other funds holding CUZ

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Berman Capital Advisors's CUZ Position: Q3 2021 in Review

Berman Capital Advisors increased its Cousins Properties (CUZ) stake by 4,324% in Q3 2021, buying an estimated $48.3K and bringing the position to 1,283 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #698.

Berman Capital Advisors first reported a position in CUZ in Q4 2018 and has held it in 10 quarters since. 300 funds tracked by Wall St. Rank hold CUZ as of Q3 2021.

Berman Capital Advisors held 1,283 shares of Cousins Properties worth $47K as of Q3 2021.
Berman Capital Advisors bought 1,254 Cousins Properties shares in Q3 2021, an estimated $48.3K.
Cousins Properties made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #698 holding.
Berman Capital Advisors first reported a position in Cousins Properties in Q4 2018 and has held it in 10 quarters since.
300 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.