RIM
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Rockbridge Investment Management’s CoStar Group CSGP Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-70
Closed -$6.12K – 221
2023
Q4 		$6.12K Buy
+70
New +$5.67K ﹤0.01% 450
2022
Q3 		– Sell
-70
Closed -$4.23K – 205
2022
Q2 		$4.23K Hold
70
– – ﹤0.01% 480
2022
Q1 		$4.62K Hold
70
– – ﹤0.01% 635
2021
Q4 		$6K Hold
70
– – ﹤0.01% 637
2021
Q3 		$6K Hold
70
– – ﹤0.01% 580
2021
Q2 		$6K Hold
70
– – ﹤0.01% 581
2021
Q1 		$6K Hold
70
– – ﹤0.01% 556
2020
Q4 		$6K Hold
70
– – ﹤0.01% 546
2020
Q3 		$6K Hold
70
– – ﹤0.01% 509
2020
Q2 		$5K Buy
+70
New +$4.53K ﹤0.01% 491

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Principal Financial Group
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BAMCO Inc
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State Street
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return