Jackson Grant Investment Advisers’s CoStar Group CSGP Stock Holding History

Jackson Grant Investment Advisers’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 Q1	–	Sell	-30	Closed	-$2.15K	–	384
2024 Q4	$2.15K	Hold	30	–	–	﹤0.01%	371
2024 Q3	$2.26K	Hold	30	–	–	﹤0.01%	370
2024 Q2	$2.22K	Hold	30	–	–	﹤0.01%	366
2024 Q1	$2.9K	Hold	30	–	–	﹤0.01%	338
2023 Q4	$2.62K	Hold	30	–	–	﹤0.01%	340
2023 Q3	$2.31K	Hold	30	–	–	﹤0.01%	342
2023 Q2	$2.67K	Sell	30 -530	-95%	-$40.9K	﹤0.01%	352
2023 Q1	$38.6K	Buy	560 +30	+6%	+$2.21K	0.02%	201
2022 Q4	$41K	Hold	530	–	–	0.02%	196
2022 Q3	$37K	Hold	530	–	–	0.02%	206
2022 Q2	$32K	Hold	530	–	–	0.02%	228
2022 Q1	$35K	Hold	530	–	–	0.01%	235
2021 Q4	$42K	Hold	530	–	–	0.02%	178
2021 Q3	$46K	Hold	530	–	–	0.02%	212
2021 Q2	$44K	Hold	530	–	–	0.02%	218
2021 Q1	$44K	Hold	530	–	–	0.02%	210
2020 Q4	$49K	Buy	+530	New	+$46.5K	0.03%	186

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Grant Investment Advisers's CSGP Position: Q1 2025 in Review

Jackson Grant Investment Advisers sold out of CoStar Group (CSGP) in Q1 2025, closing a stake of 30 shares — an estimated $2.15K sold.

Jackson Grant Investment Advisers first reported a position in CSGP in Q4 2020 and held it in 17 quarters. The position peaked at $49K in Q4 2020. 858 funds tracked by Wall St. Rank hold CSGP as of Q1 2025.

Jackson Grant Investment Advisers reported no remaining CoStar Group position as of Q1 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 30 CoStar Group shares in Q1 2025, an estimated $2.15K.
Jackson Grant Investment Advisers first reported a position in CoStar Group in Q4 2020 and held it in 17 quarters.
Jackson Grant Investment Advisers's CoStar Group position peaked at $49K in Q4 2020.
858 funds tracked by Wall St. Rank held CoStar Group as of Q1 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.