Evelyn Partners Asset Management’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.92M Sell
23,430
-759
-3% -$225K 1.71% 23
2025
Q4
$6.61M Buy
24,189
+10,038
+71% +$2.73M 1.55% 24
2025
Q3
$3.82M Buy
14,151
+14,137
+100,979% +$3.85M 0.86% 39
2025
Q2
$3.86K Hold
14
﹤0.01% 221
2025
Q1
$3.71K Hold
14
﹤0.01% 229
2024
Q4
$3.25K Buy
+14
New +$3.22K ﹤0.01% 230

Other funds holding CME

Evelyn Partners Asset Management's CME Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its CME Group (CME) stake by 3.1% in Q1 2026, selling an estimated $225K and leaving 23,430 shares worth $6.92M. The position accounts for 1.71% of the portfolio, ranked #23.

Evelyn Partners Asset Management first reported a position in CME in Q4 2024 and has held it in 6 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Evelyn Partners Asset Management held 23,430 shares of CME Group worth $6.92M as of Q1 2026.
  • Evelyn Partners Asset Management sold 759 CME Group shares in Q1 2026, an estimated $225K.
  • CME Group made up 1.71% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #23 holding.
  • Evelyn Partners Asset Management first reported a position in CME Group in Q4 2024 and has held it in 6 quarters since.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.