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Geller Advisors’s CME Group CME Stock Holding History

Geller Advisors’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
2024
Q4 		$597K Sell
2,509
-21
-0.8% -$4.83K 0.04% 113
2024
Q3 		$558K Buy
2,530
+22
+0.9% +$4.55K 0.04% 124
2024
Q2 		$493K Sell
2,508
-17
-0.7% -$3.51K 0.04% 144
2024
Q1 		$544K Buy
2,525
+161
+7% +$33.8K 0.04% 128
2023
Q4 		$510K Buy
2,364
+84
+4% +$17.9K 0.05% 121
2023
Q3 		$457K Buy
2,280
+1,024
+82% +$204K 0.05% 126
2023
Q2 		$233K Buy
+1,256
New +$232K 0.03% 224
2022
Q3 		– Sell
-1,086
Closed -$222K – 137
2022
Q2 		$222K Buy
1,086
+5
+0.5% +$1.06K 0.05% 122
2022
Q1 		$257K Sell
1,081
-4
-0.4% -$939 0.05% 128
2021
Q4 		$251K Sell
1,085
-4
-0.4% -$880 0.05% 137
2021
Q3 		$211K Buy
1,089
+84
+8% +$17K 0.05% 150
2021
Q2 		$214K Buy
1,005
+6
+0.6% +$1.27K 0.05% 126
2021
Q1 		$204K Buy
+999
New +$197K 0.05% 120

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Geller Advisors's CME Position: Q4 2024 in Review

Geller Advisors reduced its CME Group (CME) stake by 0.83% in Q4 2024, selling an estimated $4.83K and leaving 2,509 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #113.

Geller Advisors first reported a position in CME in Q1 2021 and has held it in 13 quarters since. 1,500 funds tracked by Wall St. Rank hold CME as of Q4 2024.

  • Geller Advisors held 2,509 shares of CME Group worth $597K as of Q4 2024.
  • Geller Advisors sold 21 CME Group shares in Q4 2024, an estimated $4.83K.
  • CME Group made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #113 holding.
  • Geller Advisors first reported a position in CME Group in Q1 2021 and has held it in 13 quarters since.
  • 1,500 funds tracked by Wall St. Rank held CME Group as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.