Anchor Capital Advisors’s CME Group CME Stock Holding History

Anchor Capital 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
2026 Q1	$19.8M	Buy	67,071 +1,334	+2%	+$396K	0.56%	69
2025 Q4	$18M	Sell	65,737 -41	-0.1%	-$11.1K	0.52%	65
2025 Q3	$17.8M	Buy	65,778 +173	+0.3%	+$47.1K	0.51%	68
2025 Q2	$18.1M	Sell	65,605 -415	-0.6%	-$113K	0.53%	65
2025 Q1	$17.5M	Sell	66,020 -3,122	-5%	-$770K	0.52%	72
2024 Q4	$16.1M	Sell	69,142 -2,146	-3%	-$493K	0.46%	79
2024 Q3	$15.7M	Sell	71,288 -861	-1%	-$178K	0.42%	87
2024 Q2	$14.2M	Sell	72,149 -13,843	-16%	-$2.86M	0.4%	89
2024 Q1	$18.5M	Sell	85,992 -9,410	-10%	-$1.98M	0.49%	69
2023 Q4	$20.1M	Buy	95,402 +1,244	+1%	+$265K	0.53%	61
2023 Q3	$18.9M	Buy	94,158 +7,576	+9%	+$1.51M	0.53%	61
2023 Q2	$16M	Sell	86,582 -2,385	-3%	-$441K	0.42%	74
2023 Q1	$17M	Buy	+88,967	New	+$16.1M	0.45%	70
2018 Q2	–	Sell	-4,500	Closed	-$728K	–	284
2018 Q1	$728K	Buy	+4,500	New	+$716K	0.03%	228

Other funds holding CME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

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

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

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

Bank of New York Mellon

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return