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Jeppson Wealth Management’s CME Group CME Stock Holding History

Jeppson Wealth 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
-114
Closed -$19K – 190
2020
Q3 		$19K Buy
+114
New +$19.2K 0.01% 337

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

Jeppson Wealth Management's CME Position: Q4 2020 in Review

Jeppson Wealth Management sold out of CME Group (CME) in Q4 2020, closing a stake of 114 shares — an estimated $19K sold.

Jeppson Wealth Management first reported a position in CME in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 1,030 funds tracked by Wall St. Rank hold CME as of Q4 2020.

  • Jeppson Wealth Management reported no remaining CME Group position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 114 CME Group shares in Q4 2020, an estimated $19K.
  • Jeppson Wealth Management first reported a position in CME Group in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's CME Group position peaked at $19K in Q3 2020.
  • 1,030 funds tracked by Wall St. Rank held CME Group as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.