EWM
Evercore Wealth Management’s CME Group CME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
2,177
+500
| +30% | +$138K | 0.01% | 261 |
|
|
2025
Q1 | $445K | Sell |
1,677
-215
| -11% | -$57K | 0.01% | 281 |
|
|
2024
Q4 | $439K | Hold |
1,892
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $417K | Sell |
1,892
-200
| -10% | -$44.1K | 0.01% | 294 |
|
|
2024
Q2 | $411K | Sell |
2,092
-24
| -1% | -$4.72K | 0.01% | 297 |
|
|
2024
Q1 | $456K | Sell |
2,116
-64
| -3% | -$13.8K | 0.01% | 292 |
|
|
2023
Q4 | $459K | Sell |
2,180
-94
| -4% | -$19.8K | 0.01% | 292 |
|
|
2023
Q3 | $455K | Sell |
2,274
-246
| -10% | -$49.3K | 0.01% | 283 |
|
|
2023
Q2 | $467K | Sell |
2,520
-23
| -0.9% | -$4.26K | 0.01% | 289 |
|
|
2023
Q1 | $487K | Sell |
2,543
-3
| -0.1% | -$575 | 0.01% | 278 |
|
|
2022
Q4 | $428K | Buy |
2,546
+36
| +1% | +$6.05K | 0.01% | 284 |
|
|
2022
Q3 | $445K | Sell |
2,510
-1,201
| -32% | -$213K | 0.01% | 267 |
|
|
2022
Q2 | $760K | Hold |
3,711
| – | – | 0.02% | 228 |
|
|
2022
Q1 | $883K | Buy |
3,711
+698
| +23% | +$166K | 0.02% | 238 |
|
|
2021
Q4 | $688K | Hold |
3,013
| – | – | 0.01% | 258 |
|
|
2021
Q3 | $583K | Hold |
3,013
| – | – | 0.01% | 271 |
|
|
2021
Q2 | $641K | Sell |
3,013
-109
| -3% | -$23.2K | 0.01% | 267 |
|
|
2021
Q1 | $638K | Hold |
3,122
| – | – | 0.01% | 266 |
|
|
2020
Q4 | $568K | Buy |
3,122
+125
| +4% | +$22.7K | 0.01% | 272 |
|
|
2020
Q3 | $501K | Buy |
2,997
+58
| +2% | +$9.7K | 0.01% | 264 |
|
|
2020
Q2 | $478K | Sell |
2,939
-136
| -4% | -$22.1K | 0.01% | 265 |
|
|
2020
Q1 | $532K | Sell |
3,075
-19
| -0.6% | -$3.29K | 0.02% | 236 |
|
|
2019
Q4 | $621K | Buy |
3,094
+11
| +0.4% | +$2.21K | 0.02% | 254 |
|
|
2019
Q3 | $652K | Sell |
3,083
-102
| -3% | -$21.6K | 0.02% | 248 |
|
|
2019
Q2 | $618K | Sell |
3,185
-24
| -0.7% | -$4.66K | 0.02% | 256 |
|
|
2019
Q1 | $528K | Sell |
3,209
-506
| -14% | -$83.3K | 0.02% | 263 |
|
|
2018
Q4 | $699K | Buy |
3,715
+31
| +0.8% | +$5.83K | 0.03% | 215 |
|
|
2018
Q3 | $627K | Sell |
3,684
-789
| -18% | -$134K | 0.02% | 252 |
|
|
2018
Q2 | $733K | Buy |
4,473
+11
| +0.2% | +$1.8K | 0.03% | 228 |
|
|
2018
Q1 | $722K | Sell |
4,462
-675
| -13% | -$109K | 0.03% | 209 |
|
|
2017
Q4 | $750K | Hold |
5,137
| – | – | 0.03% | 213 |
|
|
2017
Q3 | $697K | Hold |
5,137
| – | – | 0.03% | 214 |
|
|
2017
Q2 | $644K | Sell |
5,137
-317
| -6% | -$39.7K | 0.02% | 223 |
|
|
2017
Q1 | $648K | Buy |
5,454
+3,060
| +128% | +$364K | 0.03% | 227 |
|
|
2016
Q4 | $277K | Buy |
2,394
+179
| +8% | +$20.7K | 0.01% | 319 |
|
|
2016
Q3 | $232K | Sell |
2,215
-55
| -2% | -$5.76K | 0.01% | 347 |
|
|
2016
Q2 | $221K | Buy |
2,270
+370
| +19% | +$36K | 0.01% | 345 |
|
|
2016
Q1 | $182K | Sell |
1,900
-1,000
| -34% | -$95.8K | 0.01% | 375 |
|
|
2015
Q4 | $263K | Sell |
2,900
-660
| -19% | -$59.9K | 0.01% | 326 |
|
|
2015
Q3 | $330K | Buy |
3,560
+50
| +1% | +$4.64K | 0.02% | 313 |
|
|
2015
Q2 | $328K | Buy |
3,510
+2,795
| +391% | +$261K | 0.01% | 338 |
|
|
2015
Q1 | $68K | Buy |
715
+155
| +28% | +$14.7K | ﹤0.01% | 591 |
|
|
2014
Q4 | $49K | Hold |
560
| – | – | ﹤0.01% | 553 |
|
|
2014
Q3 | $45K | Hold |
560
| – | – | ﹤0.01% | 625 |
|
|
2014
Q2 | $39K | Sell |
560
-400
| -42% | -$27.9K | ﹤0.01% | 644 |
|
|
2014
Q1 | $71K | Buy |
960
+900
| +1,500% | +$66.6K | ﹤0.01% | 536 |
|
|
2013
Q4 | $5K | Sell |
60
-124
| -67% | -$10.3K | ﹤0.01% | 799 |
|
|
2013
Q3 | $13K | Buy |
184
+124
| +207% | +$8.76K | ﹤0.01% | 731 |
|
|
2013
Q2 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 760 |
|