Ellevest Inc’s Cousins Properties CUZ Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-1,307	Closed	-$27.9K	–	649
2023 Q1	$27.9K	Sell	1,307 -527	-29%	-$12.8K	﹤0.01%	761
2022 Q4	$46.4K	Buy	1,834 +686	+60%	+$16.7K	﹤0.01%	624
2022 Q3	$27K	Buy	1,148 +1,134	+8,100%	+$32K	﹤0.01%	736
2022 Q2	$0	Buy	+14	New	+$484	﹤0.01%	1446
2021 Q4	–	Sell	-11	Closed	–	–	1463
2021 Q3	$0	Buy	+11	New	+$424	﹤0.01%	1439

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

CIM

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's CUZ Position: Q2 2023 in Review

Ellevest Inc sold out of Cousins Properties (CUZ) in Q2 2023, closing a stake of 1,307 shares — an estimated $27.9K sold.

Ellevest Inc first reported a position in CUZ in Q3 2021 and held it in 5 quarters. The position peaked at $46.4K in Q4 2022. 277 funds tracked by Wall St. Rank hold CUZ as of Q2 2023.

Ellevest Inc reported no remaining Cousins Properties position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 1,307 Cousins Properties shares in Q2 2023, an estimated $27.9K.
Ellevest Inc first reported a position in Cousins Properties in Q3 2021 and held it in 5 quarters.
Ellevest Inc's Cousins Properties position peaked at $46.4K in Q4 2022.
277 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.