Sutton Wealth Advisors’s CoStar Group CSGP Stock Holding History

Sutton Wealth 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
2023 Q3	$5.54K	Buy	72 +52	+260%	+$4.31K	﹤0.01%	569
2023 Q2	$1.78K	Hold	20	–	–	﹤0.01%	712
2023 Q1	$1.38K	Sell	20 -4	-17%	-$295	﹤0.01%	695
2022 Q4	$1.85K	Hold	24	–	–	﹤0.01%	1216
2022 Q3	$1.67K	Buy	24 +4	+20%	+$278	﹤0.01%	1206
2022 Q2	$1.21K	Buy	+20	New	+$1.21K	﹤0.01%	1243
2022 Q1	–	Sell	-19	Closed	-$1.5K	–	1647
2021 Q4	$1.5K	Buy	+19	New	+$1.59K	﹤0.01%	1243

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Sutton Wealth Advisors's CSGP Position: Q3 2023 in Review

Sutton Wealth Advisors increased its CoStar Group (CSGP) stake by 260% in Q3 2023, buying an estimated $4.31K and bringing the position to 72 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Sutton Wealth Advisors first reported a position in CSGP in Q4 2021 and has held it in 7 quarters since. 689 funds tracked by Wall St. Rank hold CSGP as of Q3 2023.

Sutton Wealth Advisors held 72 shares of CoStar Group worth $5.54K as of Q3 2023.
Sutton Wealth Advisors bought 52 CoStar Group shares in Q3 2023, an estimated $4.31K.
CoStar Group made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #569 holding.
Sutton Wealth Advisors first reported a position in CoStar Group in Q4 2021 and has held it in 7 quarters since.
689 funds tracked by Wall St. Rank held CoStar Group as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.