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Connectus Wealth’s CME Group CME Stock Holding History

Connectus Wealth’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 		$3.27M Sell
15,194
-721
-5% -$151K 0.09% 143
2023
Q4 		$3.41M Sell
15,915
-994
-6% -$212K 0.07% 199
2023
Q3 		$3.39M Buy
16,909
+13,054
+339% +$2.59M 0.08% 202
2023
Q2 		$714K Hold
3,855
– – 0.02% 316
2023
Q1 		$738K Hold
3,855
– – 0.02% 305
2022
Q4 		$648K Hold
3,855
– – 0.02% 322
2022
Q3 		$683K Hold
3,855
– – 0.01% 374
2022
Q2 		$789K Buy
+3,855
New +$817K 0.02% 298

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 $34.1B AUM 20.22% 1-Year Est. Return

Connectus Wealth's CME Position: Q1 2024 in Review

Connectus Wealth reduced its CME Group (CME) stake by 4.5% in Q1 2024, selling an estimated $151K and leaving 15,194 shares worth $3.27M. The position accounts for 0.09% of the portfolio, ranked #143.

Connectus Wealth first reported a position in CME in Q2 2022 and has held it in 8 quarters since. The position peaked at $3.41M in Q4 2023. 1,372 funds tracked by Wall St. Rank hold CME as of Q1 2024.

  • Connectus Wealth held 15,194 shares of CME Group worth $3.27M as of Q1 2024.
  • Connectus Wealth sold 721 CME Group shares in Q1 2024, an estimated $151K.
  • CME Group made up 0.09% of Connectus Wealth's portfolio in Q1 2024, its #143 holding.
  • Connectus Wealth first reported a position in CME Group in Q2 2022 and has held it in 8 quarters since.
  • Connectus Wealth's CME Group position peaked at $3.41M in Q4 2023.
  • 1,372 funds tracked by Wall St. Rank held CME Group as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.