Global Retirement Partners’s CoStar Group CSGP Stock Holding History

Global Retirement Partners’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 Q4	$271K	Buy	4,027 +1,800	+81%	+$128K	﹤0.01%	1293
2025 Q3	$188K	Buy	2,227 +364	+20%	+$32.2K	﹤0.01%	1213
2025 Q2	$150K	Buy	+1,863	New	+$145K	﹤0.01%	1228
2024 Q4	$106K	Sell	1,485 -719	-33%	-$54.3K	﹤0.01%	1240
2024 Q3	$166K	Sell	2,204 -106	-5%	-$8.04K	0.01%	991
2024 Q2	$171K	Buy	2,310 +47	+2%	+$3.98K	0.01%	950
2024 Q1	$219K	Sell	2,263 -25	-1%	-$2.15K	0.01%	762
2023 Q4	$187K	Buy	2,288 +1,778	+349%	+$144K	0.01%	775
2023 Q3	$39K	Buy	510 +27	+6%	+$2.24K	﹤0.01%	1379
2023 Q2	$43K	Buy	483 +73	+18%	+$5.64K	﹤0.01%	1350
2023 Q1	$30.2K	Buy	410 +320	+356%	+$23.6K	﹤0.01%	1460
2022 Q4	$6.96K	Buy	90 +64	+246%	+$5K	﹤0.01%	1912
2022 Q3	$2K	Buy	+26	New	+$1.8K	﹤0.01%	2212
2022 Q1	–	Sell	-122	Closed	-$10K	–	2654
2021 Q4	$10K	Buy	122 +105	+618%	+$8.81K	0.01%	152
2021 Q3	$1K	Buy	+17	New	+$1.47K	﹤0.01%	1877

Other funds holding CSGP

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

BlackRock New York $5.7T AUM 30.48% 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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baillie Gifford & Co

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

Geode Capital Management

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

Capital International Investors

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Janus Henderson Group

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