Veritable’s Cousins Properties CUZ Stock Holding History

Veritable’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
2020 Q3	–	Sell	-11,315	Closed	-$338K	–	751
2020 Q2	$338K	Sell	11,315 -1,205	-10%	-$36.2K	0.01%	567
2020 Q1	$366K	Sell	12,520 -3,699	-23%	-$137K	0.01%	507
2019 Q4	$668K	Sell	16,219 -2,529	-13%	-$99.4K	0.01%	464
2019 Q3	$705K	Buy	18,748 +5,897	+46%	+$210K	0.01%	426
2019 Q2	$465K	Buy	12,851 +5,387	+72%	+$202K	0.01%	519
2019 Q1	$288K	Sell	7,464 -19	-0.3%	-$695	0.01%	661
2018 Q4	$236K	Buy	+7,483	New	+$250K	0.01%	683
2018 Q3	–	Sell	-13,402	Closed	-$519K	–	831
2018 Q2	$519K	Buy	+13,402	New	+$488K	0.01%	491
2015 Q1	–	Sell	-5,030	Closed	-$162K	–	938
2014 Q4	$162K	Sell	5,030 -2,055	-29%	-$70.1K	﹤0.01%	900
2014 Q3	$239K	Hold	7,085	–	–	0.01%	844
2014 Q2	$249K	Hold	7,085	–	–	0.01%	818
2014 Q1	$229K	Buy	7,085 +850	+14%	+$26.4K	0.01%	817
2013 Q4	$181K	Buy	6,235 +1,134	+22%	+$34.2K	﹤0.01%	850
2013 Q3	$148K	Buy	+5,101	New	+$148K	﹤0.01%	881

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

Boston Partners

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

AllianceBernstein

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

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