Institutional & Family Asset Management’s Cousins Properties CUZ Stock Holding History

Institutional & Family Asset Management’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
2022 Q4	–	Sell	-111	Closed	-$3K	–	739
2022 Q3	$3K	Hold	111	–	–	﹤0.01%	542
2022 Q2	$3K	Hold	111	–	–	﹤0.01%	548
2022 Q1	$4K	Hold	111	–	–	﹤0.01%	576
2021 Q4	$4K	Hold	111	–	–	﹤0.01%	586
2021 Q3	$4K	Sell	111 -1,465	-93%	-$56.4K	﹤0.01%	697
2021 Q2	$58K	Hold	1,576	–	–	0.01%	311
2021 Q1	$56K	Buy	1,576 +39	+3%	+$1.33K	0.01%	344
2020 Q4	$51K	Buy	1,537 +1,426	+1,285%	+$44.1K	0.01%	318
2020 Q3	$3K	Hold	111	–	–	﹤0.01%	640
2020 Q2	$3K	Hold	111	–	–	﹤0.01%	632
2020 Q1	$3K	Sell	111 -15	-12%	-$556	﹤0.01%	585
2019 Q4	$5K	Hold	126	–	–	﹤0.01%	591
2019 Q3	$5K	Buy	+126	New	+$4.5K	﹤0.01%	556

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Institutional & Family Asset Management's CUZ Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Cousins Properties (CUZ) in Q4 2022, closing a stake of 111 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in CUZ in Q3 2019 and held it in 13 quarters. The position peaked at $58K in Q2 2021. 297 funds tracked by Wall St. Rank hold CUZ as of Q4 2022.

Institutional & Family Asset Management reported no remaining Cousins Properties position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 111 Cousins Properties shares in Q4 2022, an estimated $3K.
Institutional & Family Asset Management first reported a position in Cousins Properties in Q3 2019 and held it in 13 quarters.
Institutional & Family Asset Management's Cousins Properties position peaked at $58K in Q2 2021.
297 funds tracked by Wall St. Rank held Cousins Properties as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.