Legacy Advisors’s CoStar Group CSGP Stock Holding History

Legacy Advisors’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
2025 Q2	–	Sell	-14,101	Closed	-$1.12M	–	111
2025 Q1	$1.12M	Sell	14,101 -133	-0.9%	-$10.1K	0.12%	153
2024 Q4	$1.02M	Buy	14,234 +1,600	+13%	+$121K	0.1%	156
2024 Q3	$953K	Sell	12,634 -256	-2%	-$19.4K	0.1%	152
2024 Q2	$956K	Buy	12,890 +104	+0.8%	+$8.81K	0.12%	134
2024 Q1	$1.24M	Buy	12,786 +1,286	+11%	+$111K	0.16%	113
2023 Q4	$1M	Buy	11,500 +261	+2%	+$21.1K	0.13%	127
2023 Q3	$864K	Buy	11,239 +603	+6%	+$50K	0.14%	134
2023 Q2	$947K	Buy	10,636 +551	+5%	+$42.5K	0.14%	119
2023 Q1	$694K	Buy	10,085 +1,592	+19%	+$117K	0.13%	123
2022 Q4	$656K	Buy	8,493 +3,104	+58%	+$243K	0.12%	120
2022 Q3	$375K	Buy	5,389 +1,245	+30%	+$86.4K	0.08%	151
2022 Q2	$250K	Buy	+4,144	New	+$251K	0.05%	186

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return