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Evergreen Private Wealth’s CoStar Group CSGP Stock Holding History

Evergreen Private Wealth’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
2025
Q3 		– Sell
-23
Closed -$1.85K – 252
2025
Q2 		$1.85K Buy
+23
New +$1.79K ﹤0.01% 257

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Evergreen Private Wealth's CSGP Position: Q3 2025 in Review

Evergreen Private Wealth sold out of CoStar Group (CSGP) in Q3 2025, closing a stake of 23 shares — an estimated $1.85K sold.

Evergreen Private Wealth first reported a position in CSGP in Q2 2025 and held it in 1 quarter. The position peaked at $1.85K in Q2 2025. 903 funds tracked by Wall St. Rank hold CSGP as of Q3 2025.

  • Evergreen Private Wealth reported no remaining CoStar Group position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 23 CoStar Group shares in Q3 2025, an estimated $1.85K.
  • Evergreen Private Wealth first reported a position in CoStar Group in Q2 2025 and held it in 1 quarter.
  • Evergreen Private Wealth's CoStar Group position peaked at $1.85K in Q2 2025.
  • 903 funds tracked by Wall St. Rank held CoStar Group as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.