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Lee Financial’s CME Group CME Stock Holding History

Lee 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
2024
Q1 		– Sell
-46
Closed -$9.69K – 280
2023
Q4 		$9.69K Hold
46
– – ﹤0.01% 433
2023
Q3 		$9.21K Hold
46
– – ﹤0.01% 420
2023
Q2 		$8.52K Hold
46
– – ﹤0.01% 430
2023
Q1 		$8.81K Sell
46
-50
-52% -$9.04K ﹤0.01% 442
2022
Q4 		$16.1K Hold
96
– – ﹤0.01% 387
2022
Q3 		$17K Buy
96
+16
+20% +$3.16K ﹤0.01% 349
2022
Q2 		$16K Buy
+80
New +$17K ﹤0.01% 365
2021
Q4 		– Sell
-4,701
Closed -$909K – 910
2021
Q3 		$909K Sell
4,701
-2,084
-31% -$422K 0.19% 63
2021
Q2 		$1.44M Sell
6,785
-175
-3% -$36.9K 0.31% 51
2021
Q1 		$1.42M Sell
6,960
-144
-2% -$28.4K 0.34% 50
2020
Q4 		$1.29M Sell
7,104
-38
-0.5% -$6.46K 0.34% 49
2020
Q3 		$1.2M Sell
7,142
-17
-0.2% -$2.86K 0.33% 53
2020
Q2 		$1.16M Sell
7,159
-78
-1% -$14K 0.32% 54
2020
Q1 		$1.25M Buy
7,237
+719
+11% +$143K 0.42% 39
2019
Q4 		$1.31M Buy
6,518
+62
+1% +$12.7K 0.28% 48
2019
Q3 		$1.36M Hold
6,456
– – 0.31% 47
2019
Q2 		$1.25M Buy
6,456
+3
+0% +$553 0.28% 49
2019
Q1 		$1.06M Buy
6,453
+17
+0.3% +$3K 0.25% 56
2018
Q4 		$1.21M Sell
6,436
-164
-2% -$30.3K 0.32% 45
2018
Q3 		$1.12M Sell
6,600
-222
-3% -$37.4K 0.28% 57
2018
Q2 		$1.12M Buy
6,822
+1,369
+25% +$224K 0.26% 56
2018
Q1 		$882K Buy
5,453
+5,221
+2,250% +$831K 0.22% 67
2017
Q4 		$34K Buy
232
+116
+100% +$16.5K 0.01% 213
2017
Q3 		$16K Hold
116
– – 0.01% 263
2017
Q2 		$15K Buy
116
+91
+364% +$10.9K 0.01% 269
2017
Q1 		$3K Hold
25
– – ﹤0.01% 368
2016
Q4 		$2K Buy
+25
New +$2.78K ﹤0.01% 395

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Lee Financial's CME Position: Q1 2024 in Review

Lee Financial sold out of CME Group (CME) in Q1 2024, closing a stake of 46 shares — an estimated $9.69K sold.

Lee Financial first reported a position in CME in Q4 2016 and held it in 27 quarters. The position peaked at $1.44M in Q2 2021. 1,372 funds tracked by Wall St. Rank hold CME as of Q1 2024.

  • Lee Financial reported no remaining CME Group position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 46 CME Group shares in Q1 2024, an estimated $9.69K.
  • Lee Financial first reported a position in CME Group in Q4 2016 and held it in 27 quarters.
  • Lee Financial's CME Group position peaked at $1.44M in Q2 2021.
  • 1,372 funds tracked by Wall St. Rank held CME Group as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.