Tradition Wealth Management’s CoStar Group CSGP Stock Holding History

Tradition 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 Q1	–	Sell	-1,443	Closed	-$126K	–	553
2023 Q4	$126K	Hold	1,443	–	–	0.01%	408
2023 Q3	$111K	Hold	1,443	–	–	0.01%	414
2023 Q2	$128K	Buy	1,443 +5	+0.3%	+$386	0.01%	399
2023 Q1	$99K	Sell	1,438 -10	-0.7%	-$738	0.01%	445
2022 Q4	$112K	Buy	1,448 +5	+0.3%	+$391	0.02%	349
2022 Q3	$101K	Buy	+1,443	New	+$100K	0.02%	363
2021 Q3	–	Sell	-1,860	Closed	-$154K	–	1172
2021 Q2	$154K	Buy	+1,860	New	+$161K	0.02%	323

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

Janus Henderson Group London $209B AUM 37.72% 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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Tradition Wealth Management's CSGP Position: Q1 2024 in Review

Tradition Wealth Management sold out of CoStar Group (CSGP) in Q1 2024, closing a stake of 1,443 shares — an estimated $126K sold.

Tradition Wealth Management first reported a position in CSGP in Q2 2021 and held it in 7 quarters. The position peaked at $154K in Q2 2021. 767 funds tracked by Wall St. Rank hold CSGP as of Q1 2024.

Tradition Wealth Management reported no remaining CoStar Group position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,443 CoStar Group shares in Q1 2024, an estimated $126K.
Tradition Wealth Management first reported a position in CoStar Group in Q2 2021 and held it in 7 quarters.
Tradition Wealth Management's CoStar Group position peaked at $154K in Q2 2021.
767 funds tracked by Wall St. Rank held CoStar Group as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.