CAG
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Crestwood Advisors Group’s CME Group CME Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$47.2M Buy
171,301
+49,070
+40% +$13.5M 0.85% 35
2025
Q1
$32.4M Buy
122,231
+7,139
+6% +$1.89M 0.62% 48
2024
Q4
$26.7M Buy
+115,092
New +$26.7M 0.5% 62
2018
Q1
Sell
-1,580
Closed -$231K 182
2017
Q4
$231K Buy
+1,580
New +$231K 0.02% 162