Evermay Wealth Management
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Evermay Wealth Management’s CME Group CME Stock Holding History

Evermay Wealth Management’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$36.7K Hold
140
– – ﹤0.01% 375
2026
Q2 		$30.9K Sell
140
-150
-52% -$41.5K ﹤0.01% 406
2026
Q1 		$85.7K Hold
290
– – 0.01% 270
2025
Q4 		$79.2K Hold
290
– – 0.01% 278
2025
Q3 		$78.4K Sell
290
-110
-28% -$29.9K 0.01% 292
2025
Q2 		$110K Buy
400
+50
+14% +$13.6K 0.01% 254
2025
Q1 		$92.9K Hold
350
– – 0.01% 269
2024
Q4 		$81.3K Hold
350
– – 0.01% 275
2024
Q3 		$77.2K Sell
350
-36
-9% -$7.45K 0.01% 295
2024
Q2 		$75.9K Hold
386
– – 0.01% 302
2024
Q1 		$83.1K Sell
386
-3
-0.8% -$630 0.01% 301
2023
Q4 		$84K Sell
389
-152
-28% -$32.4K 0.02% 271
2023
Q3 		$108K Hold
541
– – 0.02% 226
2023
Q2 		$100K Buy
541
+36
+7% +$6.65K 0.02% 244
2023
Q1 		$96.7K Buy
505
+5
+1% +$904 0.02% 241
2022
Q4 		$84.1K Sell
500
-50
-9% -$8.69K 0.02% 240
2022
Q3 		$97K Hold
550
– – 0.02% 220
2022
Q2 		$113K Buy
550
+40
+8% +$8.48K 0.02% 209
2022
Q1 		$121K Hold
510
– – 0.02% 237
2021
Q4 		$117K Hold
510
– – 0.02% 216
2021
Q3 		$99K Hold
510
– – 0.02% 216
2021
Q2 		$108K Buy
+510
New +$108K 0.02% 217

Other funds holding CME

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Evermay Wealth Management's CME Position: Q3 2026 in Review

Evermay Wealth Management held its CME Group (CME) position steady in Q3 2026 at 140 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Evermay Wealth Management first reported a position in CME in Q2 2021 and has held it in 22 quarters since. The position peaked at $121K in Q1 2022. 1,007 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Evermay Wealth Management held 140 shares of CME Group worth $36.7K as of Q3 2026.
  • Evermay Wealth Management left its CME Group share count unchanged in Q3 2026.
  • CME Group made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #375 holding.
  • Evermay Wealth Management first reported a position in CME Group in Q2 2021 and has held it in 22 quarters since.
  • Evermay Wealth Management's CME Group position peaked at $121K in Q1 2022.
  • 1,007 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.