Advisory Research’s CoStar Group CSGP Stock Holding History

Advisory Research’s Portfolio CSGP Stock Details CSGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,716	Closed	-$210K	–	369
2022 Q4	$210K	Buy	+2,716	New	+$212K	0.02%	331
2021 Q3	–	Sell	-3,310	Closed	-$274K	–	369
2021 Q2	$274K	Sell	3,310 -4,000	-55%	-$346K	0.02%	307
2021 Q1	$601K	Sell	7,310 -1,230	-14%	-$106K	0.04%	252
2020 Q4	$789K	Sell	8,540 -620	-7%	-$54.4K	0.06%	218
2020 Q3	$777K	Sell	9,160 -3,010	-25%	-$240K	0.08%	199
2020 Q2	$865K	Buy	12,170 +2,350	+24%	+$152K	0.08%	187
2020 Q1	$577K	Sell	9,820 -5,140	-34%	-$335K	0.04%	175
2019 Q4	$895K	Buy	14,960 +3,810	+34%	+$222K	0.04%	192
2019 Q3	$661K	Sell	11,150 -5,870	-34%	-$351K	0.03%	227
2019 Q2	$943K	Sell	17,020 -3,350	-16%	-$171K	0.02%	256
2019 Q1	$950K	Buy	20,370 +2,760	+16%	+$114K	0.02%	250
2018 Q4	$594K	Buy	17,610 +1,930	+12%	+$70.5K	0.01%	278
2018 Q3	$660K	Sell	15,680 -4,280	-21%	-$183K	0.01%	286
2018 Q2	$824K	Sell	19,960 -100	-0.5%	-$3.85K	0.01%	275
2018 Q1	$728K	Sell	20,060 -7,660	-28%	-$264K	0.01%	283
2017 Q4	$823K	Sell	27,720 -30,860	-53%	-$904K	0.01%	287
2017 Q3	$1.57M	Sell	58,580 -19,620	-25%	-$545K	0.03%	246
2017 Q2	$2.06M	Buy	78,200 +43,920	+128%	+$1.07M	0.03%	218
2017 Q1	$710K	Buy	34,280 +1,220	+4%	+$24.8K	0.01%	340
2016 Q4	$623K	Buy	+33,060	New	+$649K	0.01%	306

Other funds holding CSGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Advisory Research's CSGP Position: Q1 2023 in Review

Advisory Research sold out of CoStar Group (CSGP) in Q1 2023, closing a stake of 2,716 shares — an estimated $210K sold.

Advisory Research first reported a position in CSGP in Q4 2016 and held it in 20 quarters. The position peaked at $2.06M in Q2 2017. 692 funds tracked by Wall St. Rank hold CSGP as of Q1 2023.

Advisory Research reported no remaining CoStar Group position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 2,716 CoStar Group shares in Q1 2023, an estimated $210K.
Advisory Research first reported a position in CoStar Group in Q4 2016 and held it in 20 quarters.
Advisory Research's CoStar Group position peaked at $2.06M in Q2 2017.
692 funds tracked by Wall St. Rank held CoStar Group as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.