JWM
CSGP icon

Jackson Wealth Management’s CoStar Group CSGP Stock Holding History

Jackson Wealth Management’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
2021
Q4 		– Sell
-59,114
Closed -$12K – 116
2021
Q3 		$12K Buy
59,114
+30,024
+103% +$2.6M 0.15% 67
2021
Q2 		$2.41M Buy
29,090
+4,760
+20% +$411K 0.3% 79
2021
Q1 		$2M Buy
24,330
+2,070
+9% +$179K 0.3% 81
2020
Q4 		$2.06M Buy
22,260
+1,340
+6% +$117K 0.28% 79
2020
Q3 		$1.77M Buy
20,920
+7,590
+57% +$605K 0.27% 77
2020
Q2 		$947K Buy
13,330
+1,830
+16% +$118K 0.17% 100
2020
Q1 		$760K Buy
+11,500
New +$750K 0.16% 88

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jackson Wealth Management's CSGP Position: Q4 2021 in Review

Jackson Wealth Management sold out of CoStar Group (CSGP) in Q4 2021, closing a stake of 59,114 shares — an estimated $12K sold.

Jackson Wealth Management first reported a position in CSGP in Q1 2020 and held it in 7 quarters. The position peaked at $2.41M in Q2 2021. 632 funds tracked by Wall St. Rank hold CSGP as of Q4 2021.

  • Jackson Wealth Management reported no remaining CoStar Group position as of Q4 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 59,114 CoStar Group shares in Q4 2021, an estimated $12K.
  • Jackson Wealth Management first reported a position in CoStar Group in Q1 2020 and held it in 7 quarters.
  • Jackson Wealth Management's CoStar Group position peaked at $2.41M in Q2 2021.
  • 632 funds tracked by Wall St. Rank held CoStar Group as of Q4 2021.

Based on Jackson Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.