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Lee Financial’s Cousins Properties CUZ Stock Holding History

Lee 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
2023
Q1 		– Sell
-117
Closed -$2.96K – 833
2022
Q4 		$2.96K Buy
+117
New +$2.85K ﹤0.01% 620
2022
Q3 		– Sell
-116
Closed -$3K – 852
2022
Q2 		$3K Buy
+116
New +$4.01K ﹤0.01% 619
2022
Q1 		– Sell
-117
Closed -$5K – 800
2021
Q4 		$5K Buy
+117
New +$4.61K ﹤0.01% 592

Other funds holding CUZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Lee Financial's CUZ Position: Q1 2023 in Review

Lee Financial sold out of Cousins Properties (CUZ) in Q1 2023, closing a stake of 117 shares — an estimated $2.96K sold.

Lee Financial first reported a position in CUZ in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 284 funds tracked by Wall St. Rank hold CUZ as of Q1 2023.

  • Lee Financial reported no remaining Cousins Properties position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 117 Cousins Properties shares in Q1 2023, an estimated $2.96K.
  • Lee Financial first reported a position in Cousins Properties in Q4 2021 and held it in 3 quarters.
  • Lee Financial's Cousins Properties position peaked at $5K in Q4 2021.
  • 284 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.