Halpern Financial’s CoStar Group CSGP Stock Holding History

Halpern Financial’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
2023 Q3	–	Sell	-70	Closed	-$6.23K	–	224
2023 Q2	$6.23K	Buy	+70	New	+$5.4K	﹤0.01%	204

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Halpern Financial's CSGP Position: Q3 2023 in Review

Halpern Financial sold out of CoStar Group (CSGP) in Q3 2023, closing a stake of 70 shares — an estimated $6.23K sold.

Halpern Financial first reported a position in CSGP in Q2 2023 and held it in 1 quarter. The position peaked at $6.23K in Q2 2023. 688 funds tracked by Wall St. Rank hold CSGP as of Q3 2023.

Halpern Financial reported no remaining CoStar Group position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 70 CoStar Group shares in Q3 2023, an estimated $6.23K.
Halpern Financial first reported a position in CoStar Group in Q2 2023 and held it in 1 quarter.
Halpern Financial's CoStar Group position peaked at $6.23K in Q2 2023.
688 funds tracked by Wall St. Rank held CoStar Group as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.