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Caldwell Trust’s Cousins Properties CUZ Stock Holding History

Caldwell Trust’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
Q4 		– Sell
-1,241
Closed -$46.3K – 746
2021
Q3 		$46.3K Hold
1,241
– – 0.01% 462
2021
Q2 		$45.6K Hold
1,241
– – 0.01% 463
2021
Q1 		$43.9K Hold
1,241
– – 0.01% 448
2020
Q4 		$41.6K Hold
1,241
– – 0.01% 441
2020
Q3 		$35.5K Hold
1,241
– – 0.01% 449
2020
Q2 		$37K Hold
1,241
– – 0.01% 456
2020
Q1 		$36.3K Hold
1,241
– – 0.01% 454
2019
Q4 		$51.1K Buy
+1,241
New +$48.8K 0.01% 459

Other funds holding CUZ

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Caldwell Trust's CUZ Position: Q4 2021 in Review

Caldwell Trust sold out of Cousins Properties (CUZ) in Q4 2021, closing a stake of 1,241 shares — an estimated $46.3K sold.

Caldwell Trust first reported a position in CUZ in Q4 2019 and held it in 8 quarters. The position peaked at $51.1K in Q4 2019. 311 funds tracked by Wall St. Rank hold CUZ as of Q4 2021.

  • Caldwell Trust reported no remaining Cousins Properties position as of Q4 2021 after selling out during the quarter.
  • Caldwell Trust sold 1,241 Cousins Properties shares in Q4 2021, an estimated $46.3K.
  • Caldwell Trust first reported a position in Cousins Properties in Q4 2019 and held it in 8 quarters.
  • Caldwell Trust's Cousins Properties position peaked at $51.1K in Q4 2019.
  • 311 funds tracked by Wall St. Rank held Cousins Properties as of Q4 2021.

Based on Caldwell Trust's 13F filing for Q4 2021, filed 2 Oct 2025.