Lenox Wealth Advisors’s CoStar Group CSGP Stock Holding History

Lenox Wealth 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
2022 Q1	$44K	Hold	700	–	–	0.01%	259
2021 Q4	$55K	Hold	700	–	–	0.01%	247
2021 Q3	$60K	Hold	700	–	–	0.01%	210
2021 Q2	$58K	Hold	700	–	–	0.01%	212
2021 Q1	$58K	Hold	700	–	–	0.01%	172
2020 Q4	$65K	Hold	700	–	–	0.01%	160
2020 Q3	$59K	Hold	700	–	–	0.01%	147
2020 Q2	$50K	Hold	700	–	–	0.01%	162
2020 Q1	$41K	Hold	700	–	–	0.01%	158
2019 Q4	$42K	Buy	+700	New	+$40.9K	0.01%	198
2018 Q2	–	Sell	-3,490	Closed	-$127K	–	567
2018 Q1	$127K	Buy	3,490 +60	+2%	+$2.07K	0.03%	88
2017 Q4	$102K	Buy	+3,430	New	+$100K	0.03%	69

Other funds holding CSGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's CSGP Position: Q1 2022 in Review

Lenox Wealth Advisors held its CoStar Group (CSGP) position steady in Q1 2022 at 700 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #259.

Lenox Wealth Advisors first reported a position in CSGP in Q4 2017 and has held it in 12 quarters since. The position peaked at $127K in Q1 2018. 589 funds tracked by Wall St. Rank hold CSGP as of Q1 2022.

Lenox Wealth Advisors held 700 shares of CoStar Group worth $44K as of Q1 2022.
Lenox Wealth Advisors left its CoStar Group share count unchanged in Q1 2022.
CoStar Group made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #259 holding.
Lenox Wealth Advisors first reported a position in CoStar Group in Q4 2017 and has held it in 12 quarters since.
Lenox Wealth Advisors's CoStar Group position peaked at $127K in Q1 2018.
589 funds tracked by Wall St. Rank held CoStar Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.