BWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return