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Alera Investment Advisors’s CME Group CME Stock Holding History

Alera Investment Advisors’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 		$971K Sell
4,400
-360
-8% -$74.5K 0.11% 81
2024
Q2 		$936K Sell
4,760
-1,113
-19% -$230K 0.11% 80
2024
Q1 		$1.26M Sell
5,873
-139
-2% -$29.2K 0.17% 43
2023
Q4 		$1.27M Sell
6,012
-222
-4% -$47.4K 0.17% 42
2023
Q3 		$1.25M Sell
6,234
-351
-5% -$69.8K 0.21% 33
2023
Q2 		$1.22M Buy
6,585
+142
+2% +$26.2K 0.26% 38
2023
Q1 		$1.23M Buy
6,443
+59
+0.9% +$10.7K 0.28% 34
2022
Q4 		$1.07M Buy
6,384
+629
+11% +$109K 0.25% 43
2022
Q3 		$1.02M Buy
5,755
+94
+2% +$18.6K 0.29% 42
2022
Q2 		$1.16M Sell
5,661
-868
-13% -$184K 0.32% 37
2022
Q1 		$1.55M Buy
6,529
+3,553
+119% +$834K 0.36% 32
2021
Q4 		$680K Buy
2,976
+61
+2% +$13.4K 0.19% 46
2021
Q3 		$564K Hold
2,915
– – 0.17% 47
2021
Q2 		$620K Buy
2,915
+37
+1% +$7.81K 0.19% 44
2021
Q1 		$588K Sell
2,878
-100
-3% -$19.7K 0.19% 45
2020
Q4 		$542K Buy
2,978
+320
+12% +$54.4K 0.19% 43
2020
Q3 		$445K Sell
2,658
-157
-6% -$26.4K 0.18% 45
2020
Q2 		$458K Sell
2,815
-90
-3% -$16.1K 0.24% 41
2020
Q1 		$502K Hold
2,905
– – 0.3% 39
2019
Q4 		$583K Sell
2,905
-398
-12% -$81.6K 0.27% 31
2019
Q3 		$698K Buy
3,303
+28
+0.9% +$5.85K 0.35% 31
2019
Q2 		$636K Sell
3,275
-73
-2% -$13.5K 0.33% 33
2019
Q1 		$551K Sell
3,348
-1,306
-28% -$231K 0.27% 37
2018
Q4 		$876K Buy
+4,654
New +$859K 0.53% 31

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

Alera Investment Advisors's CME Position: Q3 2024 in Review

Alera Investment Advisors reduced its CME Group (CME) stake by 7.6% in Q3 2024, selling an estimated $74.5K and leaving 4,400 shares worth $971K. The position accounts for 0.11% of the portfolio, ranked #81.

Alera Investment Advisors first reported a position in CME in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.55M in Q1 2022. 1,391 funds tracked by Wall St. Rank hold CME as of Q3 2024.

  • Alera Investment Advisors held 4,400 shares of CME Group worth $971K as of Q3 2024.
  • Alera Investment Advisors sold 360 CME Group shares in Q3 2024, an estimated $74.5K.
  • CME Group made up 0.11% of Alera Investment Advisors's portfolio in Q3 2024, its #81 holding.
  • Alera Investment Advisors first reported a position in CME Group in Q4 2018 and has held it in 24 quarters since.
  • Alera Investment Advisors's CME Group position peaked at $1.55M in Q1 2022.
  • 1,391 funds tracked by Wall St. Rank held CME Group as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.