First Personal Financial Services’s CoStar Group CSGP Stock Holding History

First Personal Financial Services’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
2024 Q3	$151	Buy	+2	New	+$152	﹤0.01%	500
2018 Q2	–	Sell	-970	Closed	-$35K	–	719
2018 Q1	$35K	Sell	970 -530	-35%	-$18.3K	0.01%	510
2017 Q4	$45K	Sell	1,500 -1,030	-41%	-$30.2K	0.01%	499
2017 Q3	$68K	Hold	2,530	–	–	0.01%	375
2017 Q2	$67K	Buy	2,530 +1,180	+87%	+$28.7K	0.01%	365
2017 Q1	$28K	Hold	1,350	–	–	0.01%	508
2016 Q4	$25K	Buy	1,350 +430	+47%	+$8.45K	0.01%	506
2016 Q3	$20K	Buy	+920	New	+$19.6K	0.01%	440

Other funds holding CSGP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Personal Financial Services's CSGP Position: Q3 2024 in Review

First Personal Financial Services opened a new position in CoStar Group (CSGP) in Q3 2024: 2 shares worth $151. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in CSGP as recently as Q1 2018.

First Personal Financial Services first reported a position in CSGP in Q3 2016 and has held it in 8 quarters since. The position peaked at $68K in Q3 2017. 769 funds tracked by Wall St. Rank hold CSGP as of Q3 2024.

First Personal Financial Services held 2 shares of CoStar Group worth $151 as of Q3 2024.
CoStar Group was a new First Personal Financial Services position in Q3 2024.
CoStar Group made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #500 holding.
First Personal Financial Services first reported a position in CoStar Group in Q3 2016 and has held it in 8 quarters since.
First Personal Financial Services's CoStar Group position peaked at $68K in Q3 2017.
769 funds tracked by Wall St. Rank held CoStar Group as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.