Loring Wolcott & Coolidge Fiduciary Advisors’s CoStar Group CSGP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q3	–	Sell	-80	Closed	-$6.43K	–	532
2025 Q2	$6.43K	Hold	80	–	–	﹤0.01%	490
2025 Q1	$6.55K	Hold	80	–	–	﹤0.01%	500
2024 Q4	$6.12K	Hold	80	–	–	﹤0.01%	504
2024 Q3	$5.91K	Hold	80	–	–	﹤0.01%	519
2024 Q2	$6.16K	Sell	80 -120	-60%	-$10.2K	﹤0.01%	514
2024 Q1	$17.1K	Buy	200 +120	+150%	+$10.3K	﹤0.01%	469
2023 Q4	$6.68K	Hold	80	–	–	﹤0.01%	508
2023 Q3	$5.92K	Hold	80	–	–	﹤0.01%	541
2023 Q2	$7.12K	Hold	80	–	–	﹤0.01%	561
2023 Q1	$5.51K	Hold	80	–	–	﹤0.01%	543
2022 Q4	$6.18K	Hold	80	–	–	﹤0.01%	520
2022 Q3	$6K	Hold	80	–	–	﹤0.01%	545
2022 Q2	$5K	Hold	80	–	–	﹤0.01%	574
2022 Q1	$5K	Hold	80	–	–	﹤0.01%	586
2021 Q4	$6K	Hold	80	–	–	﹤0.01%	645
2021 Q3	$7K	Buy	80 +72	+900%	+$6.22K	﹤0.01%	634
2021 Q2	$0	Buy	+8	New	+$692	﹤0.01%	947
2021 Q1	–	Sell	-80	Closed	-$7K	–	393
2020 Q4	$7K	Hold	80	–	–	﹤0.01%	632
2020 Q3	$7K	Hold	80	–	–	﹤0.01%	525
2020 Q2	$6K	Hold	80	–	–	﹤0.01%	527
2020 Q1	$5K	Hold	80	–	–	﹤0.01%	576
2019 Q4	$5K	Hold	80	–	–	﹤0.01%	607
2019 Q3	$5K	Hold	80	–	–	﹤0.01%	606
2019 Q2	$4K	Buy	+80	New	+$4.09K	﹤0.01%	623

Other funds holding CSGP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CSGP Position: Q3 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of CoStar Group (CSGP) in Q3 2025, closing a stake of 80 shares — an estimated $6.43K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CSGP in Q2 2019 and held it in 24 quarters. The position peaked at $17.1K in Q1 2024. 905 funds tracked by Wall St. Rank hold CSGP as of Q3 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining CoStar Group position as of Q3 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 80 CoStar Group shares in Q3 2025, an estimated $6.43K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CoStar Group in Q2 2019 and held it in 24 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's CoStar Group position peaked at $17.1K in Q1 2024.
905 funds tracked by Wall St. Rank held CoStar Group as of Q3 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.