BerganKDV Wealth Management’s CoStar Group CSGP Stock Holding History

BerganKDV 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 Q2	$1.07K	Sell	12 -34	-74%	-$2.63K	﹤0.01%	750
2023 Q1	$3.17K	Sell	46 -2	-4%	-$148	﹤0.01%	762
2022 Q4	$3.71K	Sell	48 -4	-8%	-$313	﹤0.01%	712
2022 Q3	$4K	Hold	52	–	–	﹤0.01%	707
2022 Q2	$3K	Buy	52 +12	+30%	+$727	﹤0.01%	759
2022 Q1	$3K	Sell	40 -80	-67%	-$5.31K	﹤0.01%	791
2021 Q4	$9K	Buy	120 +57	+90%	+$4.78K	﹤0.01%	674
2021 Q3	$5K	Buy	63 +3	+5%	+$259	﹤0.01%	743
2021 Q2	$5K	Hold	60	–	–	﹤0.01%	692
2021 Q1	$5K	Hold	60	–	–	﹤0.01%	659
2020 Q4	$6K	Sell	60 -40	-40%	-$3.51K	﹤0.01%	630
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	524
2020 Q2	$7K	Sell	100 -10	-9%	-$646	﹤0.01%	578
2020 Q1	$6K	Buy	110 +40	+57%	+$2.61K	﹤0.01%	549
2019 Q4	$4K	Buy	+70	New	+$4.09K	﹤0.01%	649
2019 Q1	–	Sell	-230	Closed	-$8K	–	731
2018 Q4	$8K	Hold	230	–	–	﹤0.01%	506
2018 Q3	$10K	Hold	230	–	–	﹤0.01%	488
2018 Q2	$9K	Buy	+230	New	+$8.85K	﹤0.01%	513

Other funds holding CSGP

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Janus Henderson Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return