Aevitas Wealth Management’s CME Group CME Stock Holding History

Aevitas 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
2022 Q4	$505K	Buy	3,004 +127	+4%	+$22.1K	0.3%	73
2022 Q3	$510K	Hold	2,877	–	–	0.38%	65
2022 Q2	$589K	Buy	2,877 +1	+0%	+$212	0.4%	63
2022 Q1	$684K	Hold	2,876	–	–	0.42%	60
2021 Q4	$657K	Hold	2,876	–	–	0.39%	64
2021 Q3	$556K	Hold	2,876	–	–	0.35%	71
2021 Q2	$612K	Buy	2,876 +1	+0%	+$211	0.39%	66
2021 Q1	$587K	Hold	2,875	–	–	0.41%	61
2020 Q4	$523K	Hold	2,875	–	–	0.38%	65
2020 Q3	$481K	Hold	2,875	–	–	0.4%	69
2020 Q2	$467K	Hold	2,875	–	–	0.43%	68
2020 Q1	$497K	Buy	2,875 +1	+0%	+$199	0.56%	53
2019 Q4	$577K	Sell	2,874 -100	-3%	-$20.5K	0.54%	54
2019 Q3	$629K	Hold	2,974	–	–	0.63%	46
2019 Q2	$577K	Sell	2,974 -350	-11%	-$64.5K	0.58%	54
2019 Q1	$547K	Hold	3,324	–	–	0.49%	59
2018 Q4	$625K	Sell	3,324 -50	-1%	-$9.23K	0.64%	46
2018 Q3	$574K	Sell	3,374 -100	-3%	-$16.8K	0.52%	55
2018 Q2	$569K	Sell	3,474 -500	-13%	-$81.7K	0.55%	53
2018 Q1	$643K	Sell	3,974 -299	-7%	-$47.6K	0.64%	50
2017 Q4	$624K	Buy	+4,273	New	+$609K	0.59%	52

Other funds holding CME

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Aevitas Wealth Management's CME Position: Q4 2022 in Review

Aevitas Wealth Management increased its CME Group (CME) stake by 4.4% in Q4 2022, buying an estimated $22.1K and bringing the position to 3,004 shares worth $505K. The position accounts for 0.3% of the portfolio, ranked #73.

Aevitas Wealth Management first reported a position in CME in Q4 2017 and has held it in 21 quarters since. The position peaked at $684K in Q1 2022. 1,149 funds tracked by Wall St. Rank hold CME as of Q4 2022.

Aevitas Wealth Management held 3,004 shares of CME Group worth $505K as of Q4 2022.
Aevitas Wealth Management bought 127 CME Group shares in Q4 2022, an estimated $22.1K.
CME Group made up 0.3% of Aevitas Wealth Management's portfolio in Q4 2022, its #73 holding.
Aevitas Wealth Management first reported a position in CME Group in Q4 2017 and has held it in 21 quarters since.
Aevitas Wealth Management's CME Group position peaked at $684K in Q1 2022.
1,149 funds tracked by Wall St. Rank held CME Group as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.