West Branch Capital’s CoStar Group CSGP Stock Holding History

West Branch Capital’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
2025 Q2	–	Sell	-100	Closed	-$7.92K	–	486
2025 Q1	$7.92K	Hold	100	–	–	﹤0.01%	306
2024 Q4	$7.16K	Sell	100 -1	-1%	-$76	﹤0.01%	303
2024 Q3	$7.59K	Buy	101 +1	+1%	+$76	﹤0.01%	297
2024 Q2	$7.41K	Hold	100	–	–	﹤0.01%	298
2024 Q1	$9.66K	Hold	100	–	–	﹤0.01%	277
2023 Q4	$8.74K	Hold	100	–	–	﹤0.01%	287
2023 Q3	$7.69K	Hold	100	–	–	﹤0.01%	296
2023 Q2	$8.9K	Hold	100	–	–	﹤0.01%	292
2023 Q1	$6.88K	Hold	100	–	–	﹤0.01%	318
2022 Q4	$7.73K	Hold	100	–	–	﹤0.01%	305
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	310
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	317
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	324
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	343
2021 Q3	$9K	Hold	100	–	–	﹤0.01%	318
2021 Q2	$8K	Buy	+100	New	+$8.64K	﹤0.01%	338

Other funds holding CSGP

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Principal Financial Group

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

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

Geode Capital Management

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return