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Caldwell Investment Management’s CME Group CME Stock Holding History

Caldwell Investment 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
Q3 		– Sell
-5,900
Closed -$1.21M – 30
2022
Q2 		$1.21M Buy
5,900
+2,050
+53% +$435K 1.21% 20
2022
Q1 		$931K Buy
+3,850
New +$904K 0.74% 27

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Caldwell Investment Management's CME Position: Q3 2022 in Review

Caldwell Investment Management sold out of CME Group (CME) in Q3 2022, closing a stake of 5,900 shares — an estimated $1.21M sold.

Caldwell Investment Management first reported a position in CME in Q1 2022 and held it in 2 quarters. The position peaked at $1.21M in Q2 2022. 1,146 funds tracked by Wall St. Rank hold CME as of Q3 2022.

  • Caldwell Investment Management reported no remaining CME Group position as of Q3 2022 after selling out during the quarter.
  • Caldwell Investment Management sold 5,900 CME Group shares in Q3 2022, an estimated $1.21M.
  • Caldwell Investment Management first reported a position in CME Group in Q1 2022 and held it in 2 quarters.
  • Caldwell Investment Management's CME Group position peaked at $1.21M in Q2 2022.
  • 1,146 funds tracked by Wall St. Rank held CME Group as of Q3 2022.

Based on Caldwell Investment Management's 13F filing for Q3 2022, filed 27 Oct 2022.