Whitney & Co’s Cousins Properties CUZ Stock Holding History

Whitney & Co’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	-8,000	Closed	-$202K	–	123
2022 Q4	$202K	Buy	+8,000	New	+$195K	0.04%	121
2022 Q3	–	Sell	-8,000	Closed	-$234K	–	127
2022 Q2	$234K	Hold	8,000	–	–	0.04%	112
2022 Q1	$322K	Hold	8,000	–	–	0.05%	108
2021 Q4	$322K	Hold	8,000	–	–	0.05%	110
2021 Q3	$298K	Hold	8,000	–	–	0.05%	109
2021 Q2	$294K	Hold	8,000	–	–	0.05%	110
2021 Q1	$283K	Hold	8,000	–	–	0.05%	108
2020 Q4	$259K	Hold	8,000	–	–	0.04%	112
2020 Q3	$229K	Sell	8,000 -2,000	-20%	-$59.7K	0.04%	107
2020 Q2	$298K	Hold	10,000	–	–	0.06%	90
2020 Q1	$293K	Hold	10,000	–	–	0.07%	87
2019 Q4	$412K	Hold	10,000	–	–	0.08%	90
2019 Q3	$406K	Hold	10,000	–	–	0.08%	88
2019 Q2	$362K	Buy	+10,000	New	+$376K	0.08%	91

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

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 Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Whitney & Co's CUZ Position: Q1 2023 in Review

Whitney & Co sold out of Cousins Properties (CUZ) in Q1 2023, closing a stake of 8,000 shares — an estimated $202K sold.

Whitney & Co first reported a position in CUZ in Q2 2019 and held it in 14 quarters. The position peaked at $412K in Q4 2019. 284 funds tracked by Wall St. Rank hold CUZ as of Q1 2023.

Whitney & Co reported no remaining Cousins Properties position as of Q1 2023 after selling out during the quarter.
Whitney & Co sold 8,000 Cousins Properties shares in Q1 2023, an estimated $202K.
Whitney & Co first reported a position in Cousins Properties in Q2 2019 and held it in 14 quarters.
Whitney & Co's Cousins Properties position peaked at $412K in Q4 2019.
284 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2023.

Based on Whitney & Co's 13F filing for Q1 2023, filed 3 May 2023.