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Diversified Trust’s Cousins Properties CUZ Stock Holding History

Diversified 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
2024
Q1 		– Sell
-13,813
Closed -$336K – 860
2023
Q4 		$336K Buy
+13,813
New +$283K 0.01% 619

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Diversified Trust's CUZ Position: Q1 2024 in Review

Diversified Trust sold out of Cousins Properties (CUZ) in Q1 2024, closing a stake of 13,813 shares — an estimated $336K sold.

Diversified Trust first reported a position in CUZ in Q4 2023 and held it in 1 quarter. The position peaked at $336K in Q4 2023. 332 funds tracked by Wall St. Rank hold CUZ as of Q1 2024.

  • Diversified Trust reported no remaining Cousins Properties position as of Q1 2024 after selling out during the quarter.
  • Diversified Trust sold 13,813 Cousins Properties shares in Q1 2024, an estimated $336K.
  • Diversified Trust first reported a position in Cousins Properties in Q4 2023 and held it in 1 quarter.
  • Diversified Trust's Cousins Properties position peaked at $336K in Q4 2023.
  • 332 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2024.

Based on Diversified Trust's 13F filing for Q1 2024, filed 18 Apr 2024.