Kelly Financial Services’s CoStar Group CSGP Stock Holding History

Kelly 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	–	Sell	-1,631	Closed	-$121K	–	239
2024 Q2	$121K	Buy	1,631 +225	+16%	+$19.1K	0.04%	130
2024 Q1	$136K	Sell	1,406 -96	-6%	-$8.26K	0.05%	126
2023 Q4	$131K	Buy	1,502 +104	+7%	+$8.42K	0.05%	122
2023 Q3	$107K	Sell	1,398 -129	-8%	-$10.7K	0.05%	118
2023 Q2	$136K	Buy	1,527 +117	+8%	+$9.03K	0.06%	100
2023 Q1	$97.1K	Sell	1,410 -132	-9%	-$9.74K	0.05%	122
2022 Q4	$119K	Buy	1,542 +374	+32%	+$29.2K	0.06%	113
2022 Q3	$81.4K	Sell	1,168 -118	-9%	-$8.19K	0.05%	124
2022 Q2	$77.7K	Sell	1,286 -107	-8%	-$6.48K	0.04%	131
2022 Q1	$92.8K	Sell	1,393 -20	-1%	-$1.33K	0.04%	128
2021 Q4	$112K	Buy	1,413 +627	+80%	+$52.6K	0.05%	120
2021 Q3	$67.6K	Sell	786 -48,906	-98%	-$4.23M	0.04%	133
2021 Q2	$600K	Buy	49,692 +49,592	+49,592%	+$4.29M	0.02%	159
2021 Q1	$8.22K	Buy	100 +10	+11%	+$863	0.01%	327
2020 Q4	$8.32K	Buy	+90	New	+$7.89K	0.01%	301

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

Principal Financial Group

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Baillie Gifford & Co

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