Avitas Wealth Management’s CoStar Group CSGP Stock Holding History

Avitas Wealth Management’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
2024 Q4	$352K	Sell	4,910 -126	-3%	-$9.52K	0.05%	170
2024 Q3	$380K	Sell	5,036 -382	-7%	-$29K	0.05%	173
2024 Q2	$402K	Sell	5,418 -312	-5%	-$26.4K	0.06%	176
2024 Q1	$554K	Sell	5,730 -59	-1%	-$5.08K	0.08%	167
2023 Q4	$506K	Sell	5,789 -24	-0.4%	-$1.94K	0.08%	161
2023 Q3	$447K	Sell	5,813 -189	-3%	-$15.7K	0.09%	169
2023 Q2	$534K	Sell	6,002 -84	-1%	-$6.49K	0.1%	150
2023 Q1	$419K	Sell	6,086 -184	-3%	-$13.6K	0.08%	172
2022 Q4	$485K	Buy	6,270 +1,544	+33%	+$121K	0.1%	144
2022 Q3	$329K	Buy	4,726 +34	+0.7%	+$2.36K	0.08%	159
2022 Q2	$283K	Buy	+4,692	New	+$284K	0.06%	169

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Avitas Wealth Management's CSGP Position: Q4 2024 in Review

Avitas Wealth Management reduced its CoStar Group (CSGP) stake by 2.5% in Q4 2024, selling an estimated $9.52K and leaving 4,910 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #170.

Avitas Wealth Management first reported a position in CSGP in Q2 2022 and has held it in 11 quarters since. The position peaked at $554K in Q1 2024. 806 funds tracked by Wall St. Rank hold CSGP as of Q4 2024.

Avitas Wealth Management held 4,910 shares of CoStar Group worth $352K as of Q4 2024.
Avitas Wealth Management sold 126 CoStar Group shares in Q4 2024, an estimated $9.52K.
CoStar Group made up 0.05% of Avitas Wealth Management's portfolio in Q4 2024, its #170 holding.
Avitas Wealth Management first reported a position in CoStar Group in Q2 2022 and has held it in 11 quarters since.
Avitas Wealth Management's CoStar Group position peaked at $554K in Q1 2024.
806 funds tracked by Wall St. Rank held CoStar Group as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.