Evergreen Capital 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
Q2
$2.62M Sell
11,864
-1,106
-9% -$306K 0.05% 295
2026
Q1
$3.83M Buy
12,970
+727
+6% +$216K 0.08% 229
2025
Q4
$3.34M Buy
12,243
+404
+3% +$110K 0.07% 235
2025
Q3
$3.2M Buy
11,839
+538
+5% +$146K 0.08% 223
2025
Q2
$3.11M Buy
11,301
+988
+10% +$269K 0.09% 210
2025
Q1
$2.74M Buy
10,313
+173
+2% +$42.7K 0.09% 212
2024
Q4
$2.35M Buy
10,140
+11
+0.1% +$2.53K 0.08% 232
2024
Q3
$2.23M Sell
10,129
-168
-2% -$34.8K 0.08% 237
2024
Q2
$2.02M Buy
10,297
+423
+4% +$87.4K 0.07% 235
2024
Q1
$2.13M Buy
9,874
+189
+2% +$39.7K 0.08% 223
2023
Q4
$2.04M Sell
9,685
-43
-0.4% -$9.18K 0.08% 227
2023
Q3
$1.95M Buy
9,728
+173
+2% +$34.4K 0.09% 220
2023
Q2
$1.77M Buy
9,555
+963
+11% +$178K 0.07% 229
2023
Q1
$1.65M Buy
8,592
+972
+13% +$176K 0.07% 232
2022
Q4
$1.31M Sell
7,620
-402
-5% -$69.9K 0.06% 252
2022
Q3
$1.42M Buy
8,022
+784
+11% +$155K 0.07% 229
2022
Q2
$1.48M Sell
7,238
-110
-1% -$23.3K 0.08% 220
2022
Q1
$1.75M Buy
7,348
+125
+2% +$29.4K 0.07% 232
2021
Q4
$1.65M Buy
7,223
+174
+2% +$38.3K 0.07% 240
2021
Q3
$1.36M Sell
7,049
-4
-0.1% -$810 0.06% 249
2021
Q2
$1.5M Buy
7,053
+238
+3% +$50.3K 0.07% 227
2021
Q1
$1.39M Buy
6,815
+245
+4% +$48.3K 0.07% 225
2020
Q4
$1.2M Buy
6,570
+522
+9% +$88.8K 0.07% 209
2020
Q3
$1.01M Sell
6,048
-31
-0.5% -$5.22K 0.07% 201
2020
Q2
$988K Buy
6,079
+58
+1% +$10.4K 0.07% 192
2020
Q1
$1.04M Sell
6,021
-237
-4% -$47.2K 0.1% 166
2019
Q4
$1.26M Buy
6,258
+13
+0.2% +$2.67K 0.1% 152
2019
Q3
$1.32M Buy
6,245
+12
+0.2% +$2.51K 0.12% 140
2019
Q2
$1.21M Buy
6,233
+2
+0% +$369 0.12% 144
2019
Q1
$1.02M Sell
6,231
-91
-1% -$16.1K 0.1% 152
2018
Q4
$1.19M Buy
6,322
+58
+0.9% +$10.7K 0.12% 141
2018
Q3
$1.07M Buy
6,264
+21
+0.3% +$3.54K 0.09% 151
2018
Q2
$1.02M Buy
+6,243
New +$1.02M 0.1% 148

Other funds holding CME

Evergreen Capital Management's CME Position: Q2 2026 in Review

Evergreen Capital Management reduced its CME Group (CME) stake by 8.5% in Q2 2026, selling an estimated $306K and leaving 11,864 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #295.

Evergreen Capital Management first reported a position in CME in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.83M in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Evergreen Capital Management held 11,864 shares of CME Group worth $2.62M as of Q2 2026.
  • Evergreen Capital Management sold 1,106 CME Group shares in Q2 2026, an estimated $306K.
  • CME Group made up 0.05% of Evergreen Capital Management's portfolio in Q2 2026, its #295 holding.
  • Evergreen Capital Management first reported a position in CME Group in Q2 2018 and has held it in 33 quarters since.
  • Evergreen Capital Management's CME Group position peaked at $3.83M in Q1 2026.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.