Chevy Chase Trust

Chevy Chase Trust’s CoStar Group CSGP Stock Holding History

Chevy Chase Trust’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	$8.43M	Sell	209,005 -6,083	-3%	-$317K	0.02%	435
2025 Q4	$14.5M	Sell	215,088 -3,884	-2%	-$275K	0.04%	327
2025 Q3	$18.5M	Sell	218,972 -4,077	-2%	-$360K	0.05%	280
2025 Q2	$17.9M	Buy	223,049 +1,820	+0.8%	+$142K	0.05%	285
2025 Q1	$17.5M	Buy	221,229 +3,378	+2%	+$257K	0.06%	279
2024 Q4	$15.6M	Sell	217,851 -4,598	-2%	-$347K	0.05%	315
2024 Q3	$16.8M	Sell	222,449 -484	-0.2%	-$36.7K	0.05%	302
2024 Q2	$16.5M	Sell	222,933 -3,180	-1%	-$270K	0.05%	288
2024 Q1	$21.8M	Sell	226,113 -2,003	-0.9%	-$172K	0.07%	249
2023 Q4	$19.9M	Sell	228,116 -1,412	-0.6%	-$114K	0.07%	253
2023 Q3	$17.6M	Sell	229,528 -5,496	-2%	-$455K	0.07%	258
2023 Q2	$20.9M	Sell	235,024 -1,312	-0.6%	-$101K	0.08%	236
2023 Q1	$16.3M	Buy	236,336 +2,344	+1%	+$173K	0.06%	279
2022 Q4	$18.1M	Sell	233,992 -7,859	-3%	-$614K	0.08%	248
2022 Q3	$16.8M	Buy	+241,851	New	+$16.8M	0.07%	257

Other funds holding CSGP

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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