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Goelzer Investment Management’s CME Group CME Stock Holding History

Goelzer Investment 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
2020
Q4 		– Sell
-11,061
Closed -$1.85M – 207
2020
Q3 		$1.85M Sell
11,061
-470
-4% -$79.2K 0.17% 138
2020
Q2 		$1.87M Buy
11,531
+270
+2% +$48.4K 0.18% 137
2020
Q1 		$1.95M Buy
11,261
+9,561
+562% +$1.9M 0.22% 118
2019
Q4 		$341K Hold
1,700
– – 0.03% 216
2019
Q3 		$359K Hold
1,700
– – 0.03% 210
2019
Q2 		$330K Hold
1,700
– – 0.03% 216
2019
Q1 		$280K Buy
+1,700
New +$301K 0.03% 239

Other funds holding CME

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goelzer Investment Management's CME Position: Q4 2020 in Review

Goelzer Investment Management sold out of CME Group (CME) in Q4 2020, closing a stake of 11,061 shares — an estimated $1.85M sold.

Goelzer Investment Management first reported a position in CME in Q1 2019 and held it in 7 quarters. The position peaked at $1.95M in Q1 2020. 1,030 funds tracked by Wall St. Rank hold CME as of Q4 2020.

  • Goelzer Investment Management reported no remaining CME Group position as of Q4 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 11,061 CME Group shares in Q4 2020, an estimated $1.85M.
  • Goelzer Investment Management first reported a position in CME Group in Q1 2019 and held it in 7 quarters.
  • Goelzer Investment Management's CME Group position peaked at $1.95M in Q1 2020.
  • 1,030 funds tracked by Wall St. Rank held CME Group as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.