9WM
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9258 Wealth Management’s CME Group CME Stock Holding History

9258 Wealth Management’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$249K Sell
1,129
-1,968
-64% -$407K 0.04% 302
2024
Q2 		$609K Buy
3,097
+101
+3% +$20.9K 0.09% 171
2024
Q1 		$645K Sell
2,996
-152
-5% -$31.9K 0.1% 167
2023
Q4 		$663K Buy
3,148
+113
+4% +$24.1K 0.12% 154
2023
Q3 		$608K Buy
3,035
+78
+3% +$15.5K 0.12% 155
2023
Q2 		$548K Sell
2,957
-80
-3% -$14.8K 0.1% 169
2023
Q1 		$582K Buy
3,037
+709
+30% +$128K 0.12% 159
2022
Q4 		$391K Buy
2,328
+501
+27% +$87.1K 0.08% 207
2022
Q3 		$324K Sell
1,827
-148
-7% -$29.2K 0.08% 225
2022
Q2 		$404K Buy
1,975
+47
+2% +$9.96K 0.1% 202
2022
Q1 		$459K Buy
1,928
+85
+5% +$20K 0.11% 205
2021
Q4 		$421K Buy
1,843
+46
+3% +$10.1K 0.1% 224
2021
Q3 		$348K Buy
1,797
+173
+11% +$35K 0.09% 231
2021
Q2 		$345K Buy
1,624
+469
+41% +$99K 0.09% 235
2021
Q1 		$236K Buy
+1,155
New +$227K 0.07% 281

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's CME Position: Q3 2024 in Review

9258 Wealth Management reduced its CME Group (CME) stake by 64% in Q3 2024, selling an estimated $407K and leaving 1,129 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #302.

9258 Wealth Management first reported a position in CME in Q1 2021 and has held it in 15 quarters since. The position peaked at $663K in Q4 2023. 1,390 funds tracked by Wall St. Rank hold CME as of Q3 2024.

  • 9258 Wealth Management held 1,129 shares of CME Group worth $249K as of Q3 2024.
  • 9258 Wealth Management sold 1,968 CME Group shares in Q3 2024, an estimated $407K.
  • CME Group made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #302 holding.
  • 9258 Wealth Management first reported a position in CME Group in Q1 2021 and has held it in 15 quarters since.
  • 9258 Wealth Management's CME Group position peaked at $663K in Q4 2023.
  • 1,390 funds tracked by Wall St. Rank held CME Group as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.