LF
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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 $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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return