Monumental Financial Group’s CoStar Group CSGP Stock Holding History

Monumental Financial Group’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
2024 Q3	$731K	Sell	9,689 -1,523	-14%	-$115K	0.27%	37
2024 Q2	$831K	Sell	11,212 -1,335	-11%	-$113K	0.36%	34
2024 Q1	$1.21M	Sell	12,547 -343	-3%	-$29.5K	0.64%	29
2023 Q4	$1.13M	Buy	12,890 +326	+3%	+$26.4K	0.67%	31
2023 Q3	$966K	Buy	12,564 +861	+7%	+$71.3K	0.64%	35
2023 Q2	$1.04M	Buy	+11,703	New	+$904K	0.7%	36
2021 Q3	–	Sell	-1,790	Closed	-$148K	–	39
2021 Q2	$148K	Buy	+1,790	New	+$155K	0.13%	30

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

ACM

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

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

Monumental Financial Group's CSGP Position: Q3 2024 in Review

Monumental Financial Group reduced its CoStar Group (CSGP) stake by 14% in Q3 2024, selling an estimated $115K and leaving 9,689 shares worth $731K. The position accounts for 0.27% of the portfolio, ranked #37.

Monumental Financial Group first reported a position in CSGP in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2024. 771 funds tracked by Wall St. Rank hold CSGP as of Q3 2024.

Monumental Financial Group held 9,689 shares of CoStar Group worth $731K as of Q3 2024.
Monumental Financial Group sold 1,523 CoStar Group shares in Q3 2024, an estimated $115K.
CoStar Group made up 0.27% of Monumental Financial Group's portfolio in Q3 2024, its #37 holding.
Monumental Financial Group first reported a position in CoStar Group in Q2 2021 and has held it in 7 quarters since.
Monumental Financial Group's CoStar Group position peaked at $1.21M in Q1 2024.
771 funds tracked by Wall St. Rank held CoStar Group as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.