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Lloyd Advisory Services’s CoStar Group CSGP Stock Holding History

Lloyd Advisory Services’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
2026
Q1 		$121 Sell
3
-424
-99% -$22.1K ﹤0.01% 802
2025
Q4 		$28.7K Buy
+427
New +$30.2K 0.01% 290
2022
Q2 		– Sell
-3,292
Closed -$219K – 165
2022
Q1 		$219K Buy
3,292
+537
+19% +$35.7K 0.1% 86
2021
Q4 		$218K Buy
2,755
+531
+24% +$44.6K 0.1% 76
2021
Q3 		$191K Buy
2,224
+994
+81% +$85.9K 0.1% 77
2021
Q2 		$102K Buy
1,230
+400
+48% +$34.6K 0.05% 115
2021
Q1 		$68K Buy
830
+720
+655% +$62.2K 0.04% 122
2020
Q4 		$10K Sell
110
-10
-8% -$877 0.01% 200
2020
Q3 		$10K Buy
+120
New +$9.56K 0.01% 185

Other funds holding CSGP

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return