KPW
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Kore Private Wealth’s CoStar Group CSGP Stock Holding History

Kore Private Wealth’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
-2,389
Closed -$206K – 339
2021
Q3 		$206K Buy
+2,389
New +$206K 0.02% 423
2020
Q3 		– Sell
-1,780
Closed -$126K – 448
2020
Q2 		$126K Sell
1,780
-290
-14% -$18.7K 0.03% 303
2020
Q1 		$122K Sell
2,070
-590
-22% -$38.5K 0.03% 281
2019
Q4 		$159K Buy
+2,660
New +$155K 0.03% 283
2019
Q2 		– Sell
-120
Closed -$6K – 351
2019
Q1 		$6K Hold
120
– – ﹤0.01% 737
2018
Q4 		$4K Buy
+120
New +$4.38K ﹤0.01% 718

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return