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Lake Street Advisors Group’s CME Group CME Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$2.95M Buy
12,390
+6,453
+109% +$1.48M 0.14% 103
2024
Q3 		$1.31M Sell
5,937
-6,470
-52% -$1.34M 0.06% 172
2024
Q2 		$2.44M Sell
12,407
-67
-0.5% -$13.8K 0.12% 111
2024
Q1 		$2.69M Buy
12,474
+66
+0.5% +$13.9K 0.13% 111
2023
Q4 		$2.68M Buy
12,408
+27
+0.2% +$5.76K 0.13% 108
2023
Q3 		$2.48M Buy
12,381
+11
+0.1% +$2.19K 0.15% 103
2023
Q2 		$2.29M Buy
12,370
+243
+2% +$44.9K 0.13% 111
2023
Q1 		$2.32M Buy
12,127
+1,927
+19% +$348K 0.14% 98
2022
Q4 		$1.72M Sell
10,200
-2,016
-17% -$350K 0.11% 118
2022
Q3 		$2.16M Buy
12,216
+20
+0.2% +$3.95K 0.16% 94
2022
Q2 		$2.5M Buy
12,196
+626
+5% +$133K 0.18% 83
2022
Q1 		$2.75M Buy
11,570
+167
+1% +$39.2K 0.18% 87
2021
Q4 		$2.6M Buy
11,403
+278
+2% +$61.2K 0.16% 88
2021
Q3 		$2.15M Buy
11,125
+9,322
+517% +$1.89M 0.23% 71
2021
Q2 		$376K Buy
1,803
+9
+0.5% +$1.9K 0.03% 208
2021
Q1 		$366K Buy
1,794
+53
+3% +$10.4K 0.03% 200
2020
Q4 		$317K Sell
1,741
-209
-11% -$35.5K 0.03% 215
2020
Q3 		$326K Buy
1,950
+282
+17% +$47.5K 0.03% 192
2020
Q2 		$271K Sell
1,668
-554
-25% -$99.3K 0.03% 220
2020
Q1 		$384K Buy
2,222
+469
+27% +$93.3K 0.05% 137
2019
Q4 		$352K Sell
1,753
-173
-9% -$35.5K 0.03% 157
2019
Q3 		$405K Buy
1,926
+454
+31% +$94.9K 0.04% 112
2019
Q2 		$286K Buy
1,472
+178
+14% +$32.8K 0.03% 160
2019
Q1 		$213K Sell
1,294
-15
-1% -$2.65K 0.02% 206
2018
Q4 		$246K Buy
1,309
+9
+0.7% +$1.66K 0.03% 160
2018
Q3 		$221K Sell
1,300
-8,574
-87% -$1.44M 0.02% 180
2018
Q2 		$1.62M Buy
9,874
+7,708
+356% +$1.26M 0.16% 45
2018
Q1 		$350K Sell
2,166
-2,109
-49% -$336K 0.04% 175
2017
Q4 		$624K Buy
+4,275
New +$609K 0.07% 111

Other funds holding CME

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Street Advisors Group's CME Position: Q4 2024 in Review

Lake Street Advisors Group increased its CME Group (CME) stake by 109% in Q4 2024, buying an estimated $1.48M and bringing the position to 12,390 shares worth $2.95M. The position accounts for 0.14% of the portfolio, ranked #103.

Lake Street Advisors Group first reported a position in CME in Q4 2017 and has held it in 29 quarters since. 1,501 funds tracked by Wall St. Rank hold CME as of Q4 2024.

  • Lake Street Advisors Group held 12,390 shares of CME Group worth $2.95M as of Q4 2024.
  • Lake Street Advisors Group bought 6,453 CME Group shares in Q4 2024, an estimated $1.48M.
  • CME Group made up 0.14% of Lake Street Advisors Group's portfolio in Q4 2024, its #103 holding.
  • Lake Street Advisors Group first reported a position in CME Group in Q4 2017 and has held it in 29 quarters since.
  • 1,501 funds tracked by Wall St. Rank held CME Group as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.