Sugarloaf Wealth Management’s CoStar Group CSGP Stock Holding History

Sugarloaf Wealth 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 Q4	$17.2K	Hold	240	–	–	﹤0.01%	424
2024 Q3	$18.1K	Hold	240	–	–	﹤0.01%	427
2024 Q2	$17.8K	Hold	240	–	–	﹤0.01%	414
2024 Q1	$23.2K	Hold	240	–	–	﹤0.01%	381
2023 Q4	$21K	Hold	240	–	–	0.01%	393
2023 Q3	$18.5K	Hold	240	–	–	﹤0.01%	391
2023 Q2	$21.4K	Hold	240	–	–	0.01%	379
2023 Q1	$16.5K	Hold	240	–	–	﹤0.01%	417
2022 Q4	$18.5K	Hold	240	–	–	﹤0.01%	414
2022 Q3	$17K	Hold	240	–	–	﹤0.01%	439
2022 Q2	$14K	Sell	240 -1,013	-81%	-$61.4K	﹤0.01%	466
2022 Q1	$83K	Buy	1,253 +281	+29%	+$18.7K	0.02%	215
2021 Q4	$77K	Buy	972 +461	+90%	+$38.7K	0.02%	231
2021 Q3	$44K	Buy	511 +191	+60%	+$16.5K	0.01%	289
2021 Q2	$27K	Buy	320 +80	+33%	+$6.92K	0.01%	368
2021 Q1	$20	Hold	240	–	–	0.01%	403
2020 Q4	$22K	Hold	240	–	–	0.01%	362
2020 Q3	$20K	Hold	240	–	–	0.01%	355
2020 Q2	$17K	Hold	240	–	–	0.01%	375
2020 Q1	$14K	Hold	240	–	–	0.01%	386
2019 Q4	$14K	Buy	+240	New	+$14K	0.01%	422

Other funds holding CSGP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sugarloaf Wealth Management's CSGP Position: Q4 2024 in Review

Sugarloaf Wealth Management held its CoStar Group (CSGP) position steady in Q4 2024 at 240 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Sugarloaf Wealth Management first reported a position in CSGP in Q4 2019 and has held it in 21 quarters since. The position peaked at $83K in Q1 2022. 803 funds tracked by Wall St. Rank hold CSGP as of Q4 2024.

Sugarloaf Wealth Management held 240 shares of CoStar Group worth $17.2K as of Q4 2024.
Sugarloaf Wealth Management left its CoStar Group share count unchanged in Q4 2024.
CoStar Group made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #424 holding.
Sugarloaf Wealth Management first reported a position in CoStar Group in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's CoStar Group position peaked at $83K in Q1 2022.
803 funds tracked by Wall St. Rank held CoStar Group as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.