Evercore Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $439K | Hold |
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|
2024
Q3 | $417K | Sell |
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|
2024
Q2 | $411K | Sell |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $455K | Sell |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $487K | Sell |
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|
2022
Q4 | $428K | Buy |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $760K | Hold |
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|
2022
Q1 | $883K | Buy |
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|
2021
Q4 | $688K | Hold |
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|
2021
Q3 | $583K | Hold |
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|
2021
Q2 | $641K | Sell |
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|
2021
Q1 | $638K | Hold |
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|
2020
Q4 | $568K | Buy |
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|
2020
Q3 | $501K | Buy |
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|
2020
Q2 | $478K | Sell |
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|
2020
Q1 | $532K | Sell |
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|
2019
Q4 | $621K | Buy |
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|
2019
Q3 | $652K | Sell |
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|
2019
Q2 | $618K | Sell |
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|
2019
Q1 | $528K | Sell |
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|
2018
Q4 | $699K | Buy |
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|
2018
Q3 | $627K | Sell |
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|
2018
Q2 | $733K | Buy |
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|
2018
Q1 | $722K | Sell |
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|
2017
Q4 | $750K | Hold |
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|
2017
Q3 | $697K | Hold |
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|
2017
Q2 | $644K | Sell |
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|
2017
Q1 | $648K | Buy |
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|
2016
Q4 | $277K | Buy |
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|
2016
Q3 | $232K | Sell |
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|
2016
Q2 | $221K | Buy |
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|
2016
Q1 | $182K | Sell |
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|
2015
Q4 | $263K | Sell |
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|
2015
Q3 | $330K | Buy |
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|
2015
Q2 | $328K | Buy |
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|
2015
Q1 | $68K | Buy |
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|
2014
Q4 | $49K | Hold |
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|
2014
Q3 | $45K | Hold |
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|
2014
Q2 | $39K | Sell |
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|
2014
Q1 | $71K | Buy |
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|
2013
Q4 | $5K | Sell |
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|
2013
Q3 | $13K | Buy |
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|
2013
Q2 | $5K | Buy |
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