Baystate Wealth Management’s CoStar Group CSGP Stock Holding History

Baystate 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
2023 Q4	$4.11K	Hold	47	–	–	﹤0.01%	932
2023 Q3	$3.61K	Hold	47	–	–	﹤0.01%	728
2023 Q2	$4.18K	Buy	47 +7	+18%	+$540	﹤0.01%	732
2023 Q1	$2.75K	Hold	40	–	–	﹤0.01%	788
2022 Q4	$3K	Hold	40	–	–	﹤0.01%	727
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	690
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	750
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	705
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	706
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	640
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	605
2021 Q1	$3K	Buy	+40	New	+$3.45K	﹤0.01%	553

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

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

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

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

Baystate Wealth Management's CSGP Position: Q4 2023 in Review

Baystate Wealth Management held its CoStar Group (CSGP) position steady in Q4 2023 at 47 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Baystate Wealth Management first reported a position in CSGP in Q1 2021 and has held it in 12 quarters since. The position peaked at $4.18K in Q2 2023. 736 funds tracked by Wall St. Rank hold CSGP as of Q4 2023.

Baystate Wealth Management held 47 shares of CoStar Group worth $4.11K as of Q4 2023.
Baystate Wealth Management left its CoStar Group share count unchanged in Q4 2023.
CoStar Group made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #932 holding.
Baystate Wealth Management first reported a position in CoStar Group in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's CoStar Group position peaked at $4.18K in Q2 2023.
736 funds tracked by Wall St. Rank held CoStar Group as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.