Jackson Grant Investment Advisers’s CME Group CME Stock Holding History

Jackson Grant Investment Advisers’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
2022 Q4	–	Sell	-57	Closed	-$10K	–	318
2022 Q3	$10K	Hold	57	–	–	0.01%	302
2022 Q2	$12K	Hold	57	–	–	0.01%	304
2022 Q1	$14K	Hold	57	–	–	0.01%	310
2021 Q4	$13K	Hold	57	–	–	0.01%	257
2021 Q3	$11K	Sell	57 -62	-52%	-$12.6K	﹤0.01%	325
2021 Q2	$25K	Hold	119	–	–	0.01%	272
2021 Q1	$24K	Buy	+119	New	+$23.4K	0.01%	269

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Jackson Grant Investment Advisers's CME Position: Q4 2022 in Review

Jackson Grant Investment Advisers sold out of CME Group (CME) in Q4 2022, closing a stake of 57 shares — an estimated $10K sold.

Jackson Grant Investment Advisers first reported a position in CME in Q1 2021 and held it in 7 quarters. The position peaked at $25K in Q2 2021. 1,149 funds tracked by Wall St. Rank hold CME as of Q4 2022.

Jackson Grant Investment Advisers reported no remaining CME Group position as of Q4 2022 after selling out during the quarter.
Jackson Grant Investment Advisers sold 57 CME Group shares in Q4 2022, an estimated $10K.
Jackson Grant Investment Advisers first reported a position in CME Group in Q1 2021 and held it in 7 quarters.
Jackson Grant Investment Advisers's CME Group position peaked at $25K in Q2 2021.
1,149 funds tracked by Wall St. Rank held CME Group as of Q4 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2022, filed 26 Jan 2023.