Kaizen Advisory’s CME Group CME Stock Holding History

Kaizen Advisory’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
2018 Q4	$185K	Buy	984 +168	+21%	+$31K	0.13%	164
2018 Q3	$139K	Hold	816	–	–	0.07%	194
2018 Q2	$134K	Buy	816 +492	+152%	+$80.4K	0.07%	195
2018 Q1	$52K	Hold	324	–	–	0.05%	196
2017 Q4	$47K	Buy	+324	New	+$46.1K	0.03%	203

Other funds holding CME

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kaizen Advisory's CME Position: Q4 2018 in Review

Kaizen Advisory increased its CME Group (CME) stake by 21% in Q4 2018, buying an estimated $31K and bringing the position to 984 shares worth $185K. The position accounts for 0.13% of the portfolio, ranked #164.

Kaizen Advisory first reported a position in CME in Q4 2017 and has held it in 5 quarters since. 1,014 funds tracked by Wall St. Rank hold CME as of Q4 2018.

Kaizen Advisory held 984 shares of CME Group worth $185K as of Q4 2018.
Kaizen Advisory bought 168 CME Group shares in Q4 2018, an estimated $31K.
CME Group made up 0.13% of Kaizen Advisory's portfolio in Q4 2018, its #164 holding.
Kaizen Advisory first reported a position in CME Group in Q4 2017 and has held it in 5 quarters since.
1,014 funds tracked by Wall St. Rank held CME Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.