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Chicago Wealth Management’s CME Group CME Stock Holding History

Chicago 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
Q1 		– Sell
-1,088
Closed -$229K – 49
2023
Q4 		$229K Sell
1,088
-219
-17% -$46.7K 0.16% 43
2023
Q3 		$262K Sell
1,307
-308
-19% -$61.2K 0.21% 35
2023
Q2 		$299K Sell
1,615
-95
-6% -$17.6K 0.23% 32
2023
Q1 		$328K Sell
1,710
-390
-19% -$70.5K 0.26% 31
2022
Q4 		$353K Buy
2,100
+12
+0.6% +$2.08K 0.3% 30
2022
Q3 		$370K Buy
2,088
+12
+0.6% +$2.37K 0.35% 25
2022
Q2 		$425K Buy
2,076
+10
+0.5% +$2.12K 0.38% 23
2022
Q1 		$491K Buy
2,066
+8
+0.4% +$1.88K 0.33% 33
2021
Q4 		$470K Buy
2,058
+8
+0.4% +$1.76K 0.32% 32
2021
Q3 		$396K Buy
2,050
+9
+0.4% +$1.82K 0.29% 31
2021
Q2 		$434K Sell
2,041
-175
-8% -$36.9K 0.31% 30
2021
Q1 		$453K Buy
2,216
+193
+10% +$38K 0.36% 28
2020
Q4 		$368K Buy
2,023
+9
+0.4% +$1.53K 0.34% 22
2020
Q3 		$337K Buy
2,014
+10
+0.5% +$1.68K 0.38% 22
2020
Q2 		$326K Buy
2,004
+11
+0.6% +$1.97K 0.4% 21
2020
Q1 		$345K Buy
1,993
+10
+0.5% +$1.99K 0.41% 10
2019
Q4 		$398K Buy
+1,983
New +$407K 0.38% 25

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Chicago Wealth Management's CME Position: Q1 2024 in Review

Chicago Wealth Management sold out of CME Group (CME) in Q1 2024, closing a stake of 1,088 shares — an estimated $229K sold.

Chicago Wealth Management first reported a position in CME in Q4 2019 and held it in 17 quarters. The position peaked at $491K in Q1 2022. 1,373 funds tracked by Wall St. Rank hold CME as of Q1 2024.

  • Chicago Wealth Management reported no remaining CME Group position as of Q1 2024 after selling out during the quarter.
  • Chicago Wealth Management sold 1,088 CME Group shares in Q1 2024, an estimated $229K.
  • Chicago Wealth Management first reported a position in CME Group in Q4 2019 and held it in 17 quarters.
  • Chicago Wealth Management's CME Group position peaked at $491K in Q1 2022.
  • 1,373 funds tracked by Wall St. Rank held CME Group as of Q1 2024.

Based on Chicago Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.