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Halbert Hargrove Global Advisors’s Cboe Global Markets CBOE Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20,300
Closed -$3.62M – 105
2023
Q4 		$3.62M Sell
20,300
-1,133
-5% -$194K 0.25% 28
2023
Q3 		$3.35M Sell
21,433
-2
-0% -$294 0.25% 29
2023
Q2 		$2.96M Sell
21,435
-441
-2% -$60.2K 0.22% 28
2023
Q1 		$2.94M Sell
21,876
-5
-0% -$628 0.2% 30
2022
Q4 		$2.75M Buy
21,881
+37
+0.2% +$4.57K 0.2% 31
2022
Q3 		$2.56M Sell
21,844
-284
-1% -$34.2K 0.2% 32
2022
Q2 		$2.5M Sell
22,128
-3
-0% -$337 0.19% 30
2022
Q1 		$2.53M Buy
22,131
+17
+0.1% +$2.01K 0.17% 33
2021
Q4 		$2.88M Buy
22,114
+4
+0% +$516 0.18% 28
2021
Q3 		$2.74M Buy
22,110
+1
+0% +$122 0.19% 23
2021
Q2 		$2.63M Buy
+22,109
New +$2.43M 0.17% 25

Other funds holding CBOE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Halbert Hargrove Global Advisors's CBOE Position: Q1 2024 in Review

Halbert Hargrove Global Advisors sold out of Cboe Global Markets (CBOE) in Q1 2024, closing a stake of 20,300 shares — an estimated $3.62M sold.

Halbert Hargrove Global Advisors first reported a position in CBOE in Q2 2021 and held it in 11 quarters. The position peaked at $3.62M in Q4 2023. 739 funds tracked by Wall St. Rank hold CBOE as of Q1 2024.

  • Halbert Hargrove Global Advisors reported no remaining Cboe Global Markets position as of Q1 2024 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 20,300 Cboe Global Markets shares in Q1 2024, an estimated $3.62M.
  • Halbert Hargrove Global Advisors first reported a position in Cboe Global Markets in Q2 2021 and held it in 11 quarters.
  • Halbert Hargrove Global Advisors's Cboe Global Markets position peaked at $3.62M in Q4 2023.
  • 739 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2024.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.