Everhart Financial Group’s CoStar Group CSGP Stock Holding History

Everhart Financial Group’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	-3,311	Closed	-$223K	–	470
2025 Q4	$223K	Sell	3,311 -5,144	-61%	-$364K	0.02%	388
2025 Q3	$713K	Buy	8,455 +1,305	+18%	+$115K	0.07%	204
2025 Q2	$575K	Buy	7,150 +869	+14%	+$67.7K	0.07%	211
2025 Q1	$498K	Buy	6,281 +1,454	+30%	+$111K	0.07%	206
2024 Q4	$346K	Buy	4,827 +484	+11%	+$36.6K	0.07%	243
2024 Q3	$328K	Sell	4,343 -127	-3%	-$9.63K	0.07%	249
2024 Q2	$331K	Buy	4,470 +342	+8%	+$29K	0.09%	214
2024 Q1	$399K	Buy	4,128 +487	+13%	+$41.9K	0.12%	180
2023 Q4	$318K	Buy	3,641 +184	+5%	+$14.9K	0.11%	170
2023 Q3	$266K	Sell	3,457 -389	-10%	-$32.2K	0.11%	168
2023 Q2	$342K	Buy	3,846 +746	+24%	+$57.6K	0.14%	142
2023 Q1	$213K	Sell	3,100 -1,829	-37%	-$135K	0.1%	191
2022 Q4	$381K	Buy	4,929 +893	+22%	+$69.8K	0.19%	99
2022 Q3	$281K	Buy	4,036 +58	+1%	+$4.03K	0.16%	133
2022 Q2	$241K	Buy	+3,978	New	+$241K	0.15%	146

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