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SFA
Sequoia Financial Advisors’s
CoStar Group
CSGP
Stock Holding History
Sequoia Financial 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
2026
Q1
$2.09M
Buy
51,688
+2,324
+5%
+$121K
0.01%
590
2025
Q4
$3.32M
Sell
49,364
-1,947
-4%
-$138K
0.02%
423
2025
Q3
$4.33M
Buy
51,311
+732
+1%
+$64.7K
0.03%
330
2025
Q2
$4.07M
Buy
50,579
+4,506
+10%
+$351K
0.03%
317
2025
Q1
$3.65M
Buy
46,073
+36,310
+372%
+$2.76M
0.03%
320
2024
Q4
$699K
Buy
9,763
+2,328
+31%
+$176K
0.01%
693
2024
Q3
$561K
Buy
7,435
+1,507
+25%
+$114K
0.01%
710
2024
Q2
$439K
Buy
5,928
+504
+9%
+$42.7K
0.01%
743
2024
Q1
$524K
Sell
5,424
-7,095
-57%
-$611K
0.01%
672
2023
Q4
$1.09M
Buy
12,519
+7,373
+143%
+$597K
0.01%
499
2023
Q3
$396K
Buy
5,146
+75
+1%
+$6.21K
0.01%
587
2023
Q2
$451K
Buy
5,071
+987
+24%
+$76.2K
0.01%
552
2023
Q1
$281K
Sell
4,084
-626
-13%
-$46.2K
0.01%
651
2022
Q4
$364K
Buy
+4,710
New
+$368K
0.01%
526
2015
Q1
–
Sell
-11,020
Closed
-$202K
–
183
2014
Q4
$202K
Buy
+11,020
New
+$178K
0.14%
154
2014
Q3
–
Sell
-15,670
Closed
-$248K
–
165
2014
Q2
$248K
Buy
15,670
+700
+5%
+$11.3K
0.19%
129
2014
Q1
$280K
Buy
14,970
+1,620
+12%
+$30.6K
0.23%
111
2013
Q4
$246K
Buy
+13,350
New
+$236K
0.2%
114
Other funds holding CSGP
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Polen Capital Management
Boca Raton, Florida
$14.5B AUM
5.7%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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