Carret Asset Management’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$360K Hold
2020
Q4
$321K Hold
2020
Q3
$295K Hold
2020
Q2
$287K Buy
2020
Q1
$300K Hold
2019
Q4
$348K Hold
2019
Q3
$367K Sell
2019
Q2
$351K Hold
2019
Q1
$298K Sell
2018
Q4
$346K Buy
2018
Q3
Sell
2018
Q2
$250K Hold
2018
Q1
$247K Hold
2017
Q4
$223K Hold
2017
Q3
$207K Buy