Berman Capital Advisors’s CME Group CME Stock Holding History

Berman 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
2021 Q3	$113K	Sell	591 -50	-8%	-$10.1K	0.02%	403
2021 Q2	$135K	Buy	641 +8	+1%	+$1.69K	0.02%	310
2021 Q1	$128K	Buy	633 +127	+25%	+$25K	0.03%	254
2020 Q4	$91K	Buy	506 +10	+2%	+$1.7K	0.02%	265
2020 Q3	$83K	Buy	496 +32	+7%	+$5.39K	0.02%	253
2020 Q2	$74K	Sell	464 -30	-6%	-$5.38K	0.02%	268
2020 Q1	$85K	Sell	494 -114	-19%	-$22.7K	0.03%	221
2019 Q4	$121K	Buy	608 +224	+58%	+$46K	0.03%	200
2019 Q3	$81K	Buy	384 +12	+3%	+$2.51K	0.03%	236
2019 Q2	$72K	Buy	372 +30	+9%	+$5.53K	0.02%	250
2019 Q1	$56K	Buy	342 +66	+24%	+$11.7K	0.02%	259
2018 Q4	$51K	Buy	+276	New	+$51K	0.02%	248

Other funds holding CME

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Berman Capital Advisors's CME Position: Q3 2021 in Review

Berman Capital Advisors reduced its CME Group (CME) stake by 7.8% in Q3 2021, selling an estimated $10.1K and leaving 591 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #403.

Berman Capital Advisors first reported a position in CME in Q4 2018 and has held it in 12 quarters since. The position peaked at $135K in Q2 2021. 1,055 funds tracked by Wall St. Rank hold CME as of Q3 2021.

Berman Capital Advisors held 591 shares of CME Group worth $113K as of Q3 2021.
Berman Capital Advisors sold 50 CME Group shares in Q3 2021, an estimated $10.1K.
CME Group made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #403 holding.
Berman Capital Advisors first reported a position in CME Group in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's CME Group position peaked at $135K in Q2 2021.
1,055 funds tracked by Wall St. Rank held CME Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.