Lenox Wealth Management’s CoStar Group CSGP Stock Holding History

Lenox Wealth Management’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
2020 Q2	$213K	Hold	3,000	–	–	0.07%	145
2020 Q1	$176K	Hold	3,000	–	–	0.06%	144
2019 Q4	$179K	Hold	3,000	–	–	0.05%	156
2019 Q3	$177K	Hold	3,000	–	–	0.05%	153
2019 Q2	$166K	Hold	3,000	–	–	0.05%	143
2019 Q1	$140K	Hold	3,000	–	–	0.04%	148
2018 Q4	$101K	Hold	3,000	–	–	0.03%	157
2018 Q3	$126K	Hold	3,000	–	–	0.04%	171
2018 Q2	$124K	Hold	3,000	–	–	0.04%	159
2018 Q1	$108K	Hold	3,000	–	–	0.03%	165
2017 Q4	$89K	Sell	3,000 -400	-12%	-$11.7K	0.03%	167
2017 Q3	$91K	Buy	3,400 +200	+6%	+$5.55K	0.03%	172
2017 Q2	$84K	Buy	3,200 +200	+7%	+$4.86K	0.03%	164
2017 Q1	$62K	Hold	3,000	–	–	0.04%	83
2016 Q4	$57K	Hold	3,000	–	–	0.04%	101
2016 Q3	$65K	Hold	3,000	–	–	0.05%	86
2016 Q2	$66K	Hold	3,000	–	–	0.05%	85
2016 Q1	$56K	Hold	3,000	–	–	0.04%	102
2015 Q4	$62K	Hold	3,000	–	–	0.05%	99
2015 Q3	$52K	Hold	3,000	–	–	0.04%	76
2015 Q2	$60K	Hold	3,000	–	–	0.04%	75
2015 Q1	$59K	Hold	3,000	–	–	0.04%	78
2014 Q4	$55K	Hold	3,000	–	–	0.04%	79
2014 Q3	$47K	Hold	3,000	–	–	0.03%	84
2014 Q2	$47K	Hold	3,000	–	–	0.03%	85
2014 Q1	$56K	Buy	3,000 +1,000	+50%	+$18.9K	0.03%	86
2013 Q4	$37K	Buy	+2,000	New	+$35.4K	0.02%	98

Other funds holding CSGP

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

Lenox Wealth Management's CSGP Position: Q2 2020 in Review

Lenox Wealth Management held its CoStar Group (CSGP) position steady in Q2 2020 at 3,000 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #145.

Lenox Wealth Management first reported a position in CSGP in Q4 2013 and has held it in 27 quarters since. 543 funds tracked by Wall St. Rank hold CSGP as of Q2 2020.

Lenox Wealth Management held 3,000 shares of CoStar Group worth $213K as of Q2 2020.
Lenox Wealth Management left its CoStar Group share count unchanged in Q2 2020.
CoStar Group made up 0.07% of Lenox Wealth Management's portfolio in Q2 2020, its #145 holding.
Lenox Wealth Management first reported a position in CoStar Group in Q4 2013 and has held it in 27 quarters since.
543 funds tracked by Wall St. Rank held CoStar Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.