Convergence Investment Partners’s CME Group CME Stock Holding History

Convergence Investment Partners’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
2025 Q1	–	Sell	-5,760	Closed	-$1.34M	–	257
2024 Q4	$1.34M	Buy	5,760 +717	+14%	+$165K	0.3%	120
2024 Q3	$1.11M	Sell	5,043 -80	-2%	-$16.6K	0.3%	110
2024 Q2	$1.01M	Sell	5,123 -167	-3%	-$34.5K	0.29%	108
2024 Q1	$1.14M	Sell	5,290 -143	-3%	-$30K	0.44%	75
2023 Q4	$1.14M	Buy	+5,433	New	+$1.16M	0.6%	61
2019 Q1	–	Sell	-11,014	Closed	-$2.07M	–	318
2018 Q4	$2.07M	Buy	+11,014	New	+$2.03M	0.48%	68
2018 Q3	–	Sell	-6,404	Closed	-$1.05M	–	319
2018 Q2	$1.05M	Buy	6,404 +5,832	+1,020%	+$953K	0.15%	189
2018 Q1	$93K	Buy	+572	New	+$91.1K	0.01%	358
2015 Q4	–	Sell	-71,298	Closed	-$6.61M	–	333
2015 Q3	$6.61M	Buy	+71,298	New	+$6.78M	0.76%	16

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Convergence Investment Partners's CME Position: Q1 2025 in Review

Convergence Investment Partners sold out of CME Group (CME) in Q1 2025, closing a stake of 5,760 shares — an estimated $1.34M sold.

Convergence Investment Partners first reported a position in CME in Q3 2015 and held it in 9 quarters. The position peaked at $6.61M in Q3 2015. 1,596 funds tracked by Wall St. Rank hold CME as of Q1 2025.

Convergence Investment Partners reported no remaining CME Group position as of Q1 2025 after selling out during the quarter.
Convergence Investment Partners sold 5,760 CME Group shares in Q1 2025, an estimated $1.34M.
Convergence Investment Partners first reported a position in CME Group in Q3 2015 and held it in 9 quarters.
Convergence Investment Partners's CME Group position peaked at $6.61M in Q3 2015.
1,596 funds tracked by Wall St. Rank held CME Group as of Q1 2025.

Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.