KWM
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Kolinsky Wealth Management’s CoStar Group CSGP Stock Holding History

Kolinsky 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
2023
Q3 		– Sell
-3,073
Closed -$277K – 135
2023
Q2 		$277K Sell
3,073
-24
-0.8% -$1.85K 0.26% 94
2023
Q1 		$213K Sell
3,097
-1,497
-33% -$110K 0.23% 117
2022
Q4 		$355K Buy
4,594
+402
+10% +$31.4K 0.41% 58
2022
Q3 		$292K Buy
4,192
+422
+11% +$29.3K 0.37% 65
2022
Q2 		$228K Buy
+3,770
New +$228K 0.27% 104

Other funds holding CSGP

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BlackRock
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BAMCO Inc
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State Street
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return