Moody National Bank Trust Division’s Cousins Properties CUZ Stock Holding History

Moody National Bank Trust Division’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	–	Sell	-13,566	Closed	-$314K	–	465
2024 Q2	$314K	Hold	13,566	–	–	0.02%	377
2024 Q1	$326K	Hold	13,566	–	–	0.03%	381
2023 Q4	$330K	Buy	13,566 +2,541	+23%	+$52.1K	0.03%	395
2023 Q3	$225K	Hold	11,025	–	–	0.01%	552
2023 Q2	$251K	Hold	11,025	–	–	0.02%	555
2023 Q1	$236K	Buy	11,025 +2,402	+28%	+$58.5K	0.02%	560
2022 Q4	$218K	Buy	+8,623	New	+$210K	0.02%	559
2019 Q2	–	Sell	-323	Closed	-$12K	–	507
2019 Q1	$12K	Hold	323	–	–	﹤0.01%	617
2018 Q4	$10K	Buy	+323	New	+$10.8K	﹤0.01%	603

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

Moody National Bank Trust Division's CUZ Position: Q3 2024 in Review

Moody National Bank Trust Division sold out of Cousins Properties (CUZ) in Q3 2024, closing a stake of 13,566 shares — an estimated $314K sold.

Moody National Bank Trust Division first reported a position in CUZ in Q4 2018 and held it in 9 quarters. The position peaked at $330K in Q4 2023. 352 funds tracked by Wall St. Rank hold CUZ as of Q3 2024.

Moody National Bank Trust Division reported no remaining Cousins Properties position as of Q3 2024 after selling out during the quarter.
Moody National Bank Trust Division sold 13,566 Cousins Properties shares in Q3 2024, an estimated $314K.
Moody National Bank Trust Division first reported a position in Cousins Properties in Q4 2018 and held it in 9 quarters.
Moody National Bank Trust Division's Cousins Properties position peaked at $330K in Q4 2023.
352 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2024.

Based on Moody National Bank Trust Division's 13F filing for Q3 2024, filed 3 Oct 2024.