Covestor’s CoStar Group CSGP Stock Holding History

Covestor’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	$7K	Sell	167 -95	-36%	-$4.95K	﹤0.01%	1645
2025 Q4	$18K	Sell	262 -4	-2%	-$283	0.01%	1320
2025 Q3	$22K	Hold	266	–	–	0.01%	1234
2025 Q2	$21K	Sell	266 -9	-3%	-$701	0.01%	1231
2025 Q1	$22K	Buy	275 +29	+12%	+$2.21K	0.01%	1166
2024 Q4	$18K	Buy	246 +2	+0.8%	+$151	0.01%	1241
2024 Q3	$18K	Sell	244 -108	-31%	-$8.19K	0.01%	1247
2024 Q2	$26K	Sell	352 -350	-50%	-$29.7K	0.02%	1098
2024 Q1	$68K	Buy	702 +211	+43%	+$18.2K	0.04%	750
2023 Q4	$43K	Buy	491 +7	+1%	+$567	0.03%	917
2023 Q3	$37K	Sell	484 -201	-29%	-$16.7K	0.03%	885
2023 Q2	$61K	Buy	685 +169	+33%	+$13K	0.05%	694
2023 Q1	$36K	Buy	516 +12	+2%	+$885	0.03%	833
2022 Q4	$39K	Sell	504 -97	-16%	-$7.58K	0.03%	815
2022 Q3	$42K	Sell	601 -143	-19%	-$9.93K	0.04%	759
2022 Q2	$45K	Buy	744 +476	+178%	+$28.8K	0.04%	772
2022 Q1	$18K	Buy	268 +142	+113%	+$9.43K	0.01%	1090
2021 Q4	$10K	Buy	+126	New	+$10.6K	0.01%	1014

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