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Evercore Wealth Management’s CoStar Group CSGP Stock Holding History

Evercore 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
2018
Q1 		– Sell
-310
Closed -$9K – 438
2017
Q4 		$9K Sell
310
-200
-39% -$5.86K ﹤0.01% 816
2017
Q3 		$14K Hold
510
– – ﹤0.01% 760
2017
Q2 		$13K Buy
+510
New +$12.4K ﹤0.01% 783
2014
Q3 		– Sell
-220
Closed -$3K – 944
2014
Q2 		$3K Buy
+220
New +$3.56K ﹤0.01% 946

Other funds holding CSGP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evercore Wealth Management's CSGP Position: Q1 2018 in Review

Evercore Wealth Management sold out of CoStar Group (CSGP) in Q1 2018, closing a stake of 310 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in CSGP in Q2 2014 and held it in 4 quarters. The position peaked at $14K in Q3 2017. 363 funds tracked by Wall St. Rank hold CSGP as of Q1 2018.

  • Evercore Wealth Management reported no remaining CoStar Group position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 310 CoStar Group shares in Q1 2018, an estimated $9K.
  • Evercore Wealth Management first reported a position in CoStar Group in Q2 2014 and held it in 4 quarters.
  • Evercore Wealth Management's CoStar Group position peaked at $14K in Q3 2017.
  • 363 funds tracked by Wall St. Rank held CoStar Group as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.