First Mercantile Trust’s Cousins Properties CUZ Stock Holding History

First Mercantile 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 Q3	$193K	Buy	5,163 +860	+20%	+$33.1K	0.03%	436
2021 Q2	$158K	Sell	4,303 -250	-5%	-$9.2K	0.02%	522
2021 Q1	$161K	Buy	4,553 +610	+15%	+$20.8K	0.02%	518
2020 Q4	$132K	Sell	3,943 -230	-6%	-$7.11K	0.02%	598
2020 Q3	$125K	Buy	4,173 +250	+6%	+$7.46K	0.02%	597
2020 Q2	$117K	Sell	3,923 -2,474	-39%	-$74.3K	0.01%	601
2020 Q1	$188K	Sell	6,397 -293	-4%	-$10.9K	0.03%	361
2019 Q4	$276K	Sell	6,690 -85	-1%	-$3.34K	0.03%	357
2019 Q3	$254K	Buy	6,775 +1,300	+24%	+$46.4K	0.03%	410
2019 Q2	$198K	Buy	5,475 +222	+4%	+$8.34K	0.02%	446
2019 Q1	$203K	Buy	5,253 +3,170	+152%	+$116K	0.05%	450
2018 Q4	$66K	Buy	2,083 +454	+28%	+$15.2K	0.02%	737
2018 Q3	$58K	Buy	1,629 +600	+58%	+$22.3K	0.01%	773
2018 Q2	$40K	Buy	+1,029	New	+$37.5K	0.01%	838

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 $187B AUM 18.48% 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 $95.5B AUM 28.4% 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 $34.8B AUM 20.7% 1-Year Est. Return

CIM

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

First Mercantile Trust's CUZ Position: Q3 2021 in Review

First Mercantile Trust increased its Cousins Properties (CUZ) stake by 20% in Q3 2021, buying an estimated $33.1K and bringing the position to 5,163 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #436.

First Mercantile Trust first reported a position in CUZ in Q2 2018 and has held it in 14 quarters since. The position peaked at $276K in Q4 2019. 300 funds tracked by Wall St. Rank hold CUZ as of Q3 2021.

First Mercantile Trust held 5,163 shares of Cousins Properties worth $193K as of Q3 2021.
First Mercantile Trust bought 860 Cousins Properties shares in Q3 2021, an estimated $33.1K.
Cousins Properties made up 0.03% of First Mercantile Trust's portfolio in Q3 2021, its #436 holding.
First Mercantile Trust first reported a position in Cousins Properties in Q2 2018 and has held it in 14 quarters since.
First Mercantile Trust's Cousins Properties position peaked at $276K in Q4 2019.
300 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.