WT
CUZ icon

Whittier Trust’s Cousins Properties CUZ Stock Holding History

Whittier Trust’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
Q3 		– Sell
-9
Closed -$205 – 1684
2023
Q2 		$205 Sell
9
-116
-93% -$2.43K ﹤0.01% 1537
2023
Q1 		$2.67K Hold
125
– – ﹤0.01% 1463
2022
Q4 		$3.16K Hold
125
– – ﹤0.01% 1445
2022
Q3 		$3K Hold
125
– – ﹤0.01% 1513
2022
Q2 		$4K Buy
125
+9
+8% +$311 ﹤0.01% 1466
2022
Q1 		$5K Hold
116
– – ﹤0.01% 1447
2021
Q4 		$5K Hold
116
– – ﹤0.01% 1408
2021
Q3 		$4K Hold
116
– – ﹤0.01% 1351
2021
Q2 		$4K Sell
116
-83
-42% -$3.05K ﹤0.01% 1381
2021
Q1 		$7K Buy
199
+83
+72% +$2.82K ﹤0.01% 1300
2020
Q4 		$4K Hold
116
– – ﹤0.01% 1262
2020
Q3 		$3K Sell
116
-3,400
-97% -$101K ﹤0.01% 1289
2020
Q2 		$104K Hold
3,516
– – ﹤0.01% 667
2020
Q1 		$103K Buy
3,516
+3,400
+2,931% +$126K ﹤0.01% 650
2019
Q4 		$5K Hold
116
– – ﹤0.01% 1231
2019
Q3 		$4K Buy
+116
New +$4.14K ﹤0.01% 1277

Other funds holding CUZ

Vanguard Group
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BlackRock
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return