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Cassady Schiller Wealth Management’s CME Group CME Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$4.41K Buy
+19
New +$4.37K ﹤0.01% 430
2022
Q1 		– Sell
-8
Closed -$2K – 198
2021
Q4 		$2K Buy
+8
New +$1.76K ﹤0.01% 390

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cassady Schiller Wealth Management's CME Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in CME Group (CME) in Q4 2024: 19 shares worth $4.41K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in CME as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in CME in Q4 2021 and has held it in 2 quarters since. 1,500 funds tracked by Wall St. Rank hold CME as of Q4 2024.

  • Cassady Schiller Wealth Management held 19 shares of CME Group worth $4.41K as of Q4 2024.
  • CME Group was a new Cassady Schiller Wealth Management position in Q4 2024.
  • CME Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #430 holding.
  • Cassady Schiller Wealth Management first reported a position in CME Group in Q4 2021 and has held it in 2 quarters since.
  • 1,500 funds tracked by Wall St. Rank held CME Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.