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Lee Financial’s CoStar Group CSGP Stock Holding History

Lee Financial’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
Q1 		– Sell
-3
Closed -$232 – 832
2022
Q4 		$232 Sell
3
-23
-88% -$1.8K ﹤0.01% 870
2022
Q3 		$2K Buy
26
+23
+767% +$1.6K ﹤0.01% 657
2022
Q2 		$0 Buy
+3
New +$182 ﹤0.01% 877
2018
Q3 		– Sell
-1,450
Closed -$60K – 520
2018
Q2 		$60K Sell
1,450
-1,000
-41% -$38.5K 0.01% 252
2018
Q1 		$89K Buy
2,450
+980
+67% +$33.8K 0.02% 219
2017
Q4 		$44K Hold
1,470
– – 0.01% 196
2017
Q3 		$40K Buy
1,470
+1,000
+213% +$27.8K 0.01% 195
2017
Q2 		$12K Hold
470
– – ﹤0.01% 296
2017
Q1 		$10K Hold
470
– – ﹤0.01% 273
2016
Q4 		$9K Buy
+470
New +$9.23K 0.01% 296

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Lee Financial's CSGP Position: Q1 2023 in Review

Lee Financial sold out of CoStar Group (CSGP) in Q1 2023, closing a stake of 3 shares — an estimated $232 sold.

Lee Financial first reported a position in CSGP in Q4 2016 and held it in 10 quarters. The position peaked at $89K in Q1 2018. 692 funds tracked by Wall St. Rank hold CSGP as of Q1 2023.

  • Lee Financial reported no remaining CoStar Group position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 3 CoStar Group shares in Q1 2023, an estimated $232.
  • Lee Financial first reported a position in CoStar Group in Q4 2016 and held it in 10 quarters.
  • Lee Financial's CoStar Group position peaked at $89K in Q1 2018.
  • 692 funds tracked by Wall St. Rank held CoStar Group as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.