Halpern Financial’s Cousins Properties CUZ Stock Holding History

Halpern Financial’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 Q3	$22.2K	Hold	760	–	–	0.01%	122
2024 Q2	$17.6K	Hold	760	–	–	﹤0.01%	132
2024 Q1	$17.3K	Hold	760	–	–	0.01%	141
2023 Q4	$18.1K	Hold	760	–	–	0.01%	149
2023 Q3	$15.5K	Hold	760	–	–	0.01%	136
2023 Q2	$17.3K	Hold	760	–	–	0.01%	124
2023 Q1	$16.2K	Hold	760	–	–	0.01%	113
2022 Q4	$19.2K	Hold	760	–	–	0.01%	114
2022 Q3	$17.7K	Hold	760	–	–	0.01%	119
2022 Q2	$22.2K	Hold	760	–	–	0.01%	119
2022 Q1	$30.6K	Hold	760	–	–	0.01%	115
2021 Q4	$30.6K	Hold	760	–	–	0.01%	112
2021 Q3	$28.3K	Hold	760	–	–	0.01%	100
2021 Q2	$28K	Hold	760	–	–	0.01%	90
2021 Q1	$26.9K	Hold	760	–	–	0.01%	85
2020 Q4	$25.5K	Hold	760	–	–	0.01%	72
2020 Q3	$21.7K	Hold	760	–	–	0.01%	71
2020 Q2	$22.7K	Hold	760	–	–	0.02%	70
2020 Q1	$22.2K	Hold	760	–	–	0.02%	64
2019 Q4	$31.3K	Buy	+760	New	+$29.9K	0.02%	66

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

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

CIM

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Halpern Financial's CUZ Position: Q3 2024 in Review

Halpern Financial held its Cousins Properties (CUZ) position steady in Q3 2024 at 760 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #122.

Halpern Financial first reported a position in CUZ in Q4 2019 and has held it in 20 quarters since. The position peaked at $31.3K in Q4 2019. 352 funds tracked by Wall St. Rank hold CUZ as of Q3 2024.

Halpern Financial held 760 shares of Cousins Properties worth $22.2K as of Q3 2024.
Halpern Financial left its Cousins Properties share count unchanged in Q3 2024.
Cousins Properties made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #122 holding.
Halpern Financial first reported a position in Cousins Properties in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's Cousins Properties position peaked at $31.3K in Q4 2019.
352 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.