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Cape Investment Advisory’s CoStar Group CSGP Stock Holding History

Cape Investment Advisory’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
2026
Q1 		– Sell
-27
Closed -$1.81K – 411
2025
Q4 		$1.81K Hold
27
– – ﹤0.01% 1121
2025
Q3 		$2.28K Hold
27
– – ﹤0.01% 654
2025
Q2 		$2.17K Sell
27
-2
-7% -$156 ﹤0.01% 927
2025
Q1 		$2.3K Sell
29
-11
-28% -$837 ﹤0.01% 873
2024
Q4 		$2.86K Buy
40
+13
+48% +$982 ﹤0.01% 835
2024
Q3 		$2.04K Buy
+27
New +$2.05K ﹤0.01% 819
2024
Q1 		– Sell
-1,013
Closed -$88.5K – 968
2023
Q4 		$88.5K Buy
+1,013
New +$82K 0.04% 252

Other funds holding CSGP

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return