Bollard Group’s Cousins Properties CUZ Stock Holding History

Bollard Group’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
2023 Q3	–	Sell	-256	Closed	-$6K	–	448
2023 Q2	$6K	Buy	+256	New	+$5.35K	﹤0.01%	363

Other funds holding CUZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bollard Group's CUZ Position: Q3 2023 in Review

Bollard Group sold out of Cousins Properties (CUZ) in Q3 2023, closing a stake of 256 shares — an estimated $6K sold.

Bollard Group first reported a position in CUZ in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 312 funds tracked by Wall St. Rank hold CUZ as of Q3 2023.

Bollard Group reported no remaining Cousins Properties position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 256 Cousins Properties shares in Q3 2023, an estimated $6K.
Bollard Group first reported a position in Cousins Properties in Q2 2023 and held it in 1 quarter.
Bollard Group's Cousins Properties position peaked at $6K in Q2 2023.
312 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.