Evoke Wealth’s CoStar Group CSGP Stock Holding History

Evoke 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
2022 Q4	–	Sell	-759	Closed	-$53K	–	534
2022 Q3	$53K	Buy	759 +49	+7%	+$3.4K	﹤0.01%	508
2022 Q2	$43K	Hold	710	–	–	﹤0.01%	534
2022 Q1	$47K	Hold	710	–	–	﹤0.01%	532
2021 Q4	$56K	Hold	710	–	–	﹤0.01%	512
2021 Q3	$61K	Hold	710	–	–	﹤0.01%	488
2021 Q2	$59K	Hold	710	–	–	﹤0.01%	507
2021 Q1	$58K	Hold	710	–	–	﹤0.01%	435
2020 Q4	$66K	Buy	710 +700	+7,000%	+$61.4K	﹤0.01%	344
2020 Q3	$1K	Sell	10 -20	-67%	-$1.59K	﹤0.01%	917
2020 Q2	$2K	Hold	30	–	–	﹤0.01%	849
2020 Q1	$1.76K	Sell	30 -50	-63%	-$3.26K	﹤0.01%	823
2019 Q4	$4.79K	Hold	80	–	–	﹤0.01%	918
2019 Q3	$4.75K	Buy	+80	New	+$4.79K	﹤0.01%	1017

Other funds holding CSGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evoke Wealth's CSGP Position: Q4 2022 in Review

Evoke Wealth sold out of CoStar Group (CSGP) in Q4 2022, closing a stake of 759 shares — an estimated $53K sold.

Evoke Wealth first reported a position in CSGP in Q3 2019 and held it in 13 quarters. The position peaked at $66K in Q4 2020. 702 funds tracked by Wall St. Rank hold CSGP as of Q4 2022.

Evoke Wealth reported no remaining CoStar Group position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 759 CoStar Group shares in Q4 2022, an estimated $53K.
Evoke Wealth first reported a position in CoStar Group in Q3 2019 and held it in 13 quarters.
Evoke Wealth's CoStar Group position peaked at $66K in Q4 2020.
702 funds tracked by Wall St. Rank held CoStar Group as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.