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Halpern Financial’s CME Group CME Stock Holding History

Halpern Financial’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
2021
Q1 		– Sell
-9
Closed -$1.64K – 259
2020
Q4 		$1.64K Hold
9
– – ﹤0.01% 185
2020
Q3 		$1.51K Hold
9
– – ﹤0.01% 183
2020
Q2 		$1.46K Buy
+9
New +$1.61K ﹤0.01% 159

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Halpern Financial's CME Position: Q1 2021 in Review

Halpern Financial sold out of CME Group (CME) in Q1 2021, closing a stake of 9 shares — an estimated $1.64K sold.

Halpern Financial first reported a position in CME in Q2 2020 and held it in 3 quarters. The position peaked at $1.64K in Q4 2020. 1,062 funds tracked by Wall St. Rank hold CME as of Q1 2021.

  • Halpern Financial reported no remaining CME Group position as of Q1 2021 after selling out during the quarter.
  • Halpern Financial sold 9 CME Group shares in Q1 2021, an estimated $1.64K.
  • Halpern Financial first reported a position in CME Group in Q2 2020 and held it in 3 quarters.
  • Halpern Financial's CME Group position peaked at $1.64K in Q4 2020.
  • 1,062 funds tracked by Wall St. Rank held CME Group as of Q1 2021.

Based on Halpern Financial's 13F filing for Q1 2021, filed 21 Sep 2023.