Gradient Investments’s Cousins Properties CUZ Stock Holding History

Gradient Investments’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	-335	Closed	-$8.16K	–	1363
2023 Q4	$8.16K	Hold	335	–	–	﹤0.01%	879
2023 Q3	$6.82K	Hold	335	–	–	﹤0.01%	883
2023 Q2	$7.64K	Hold	335	–	–	﹤0.01%	862
2023 Q1	$7.16K	Hold	335	–	–	﹤0.01%	880
2022 Q4	$8.47K	Hold	335	–	–	﹤0.01%	841
2022 Q3	$8K	Hold	335	–	–	﹤0.01%	841
2022 Q2	$10K	Hold	335	–	–	﹤0.01%	761
2022 Q1	$13K	Hold	335	–	–	﹤0.01%	718
2021 Q4	$13K	Hold	335	–	–	﹤0.01%	737
2021 Q3	$12K	Hold	335	–	–	﹤0.01%	736
2021 Q2	$12K	Hold	335	–	–	﹤0.01%	723
2021 Q1	$12K	Hold	335	–	–	﹤0.01%	717
2020 Q4	$10K	Hold	335	–	–	﹤0.01%	691
2020 Q3	$10K	Hold	335	–	–	﹤0.01%	694
2020 Q2	$10K	Hold	335	–	–	﹤0.01%	635
2020 Q1	$10K	Hold	335	–	–	﹤0.01%	643
2019 Q4	$14K	Hold	335	–	–	﹤0.01%	625
2019 Q3	$13K	Hold	335	–	–	﹤0.01%	604
2019 Q2	$13K	Buy	+335	New	+$12.6K	﹤0.01%	592

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

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

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

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management

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

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return