Lenox Wealth Advisors’s CME Group CME Stock Holding History

Lenox Wealth Advisors’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 Q1	$4K	Buy	16 +3	+23%	+$705	﹤0.01%	580
2021 Q4	$3K	Hold	13	–	–	﹤0.01%	660
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	598
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	610
2021 Q1	$3K	Sell	13 -113	-90%	-$22.3K	﹤0.01%	562
2020 Q4	$23K	Buy	+126	New	+$21.4K	﹤0.01%	294
2020 Q2	–	Sell	-36	Closed	-$6K	–	622
2020 Q1	$6K	Hold	36	–	–	﹤0.01%	396
2019 Q4	$7K	Buy	+36	New	+$7.38K	﹤0.01%	442

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Lenox Wealth Advisors's CME Position: Q1 2022 in Review

Lenox Wealth Advisors increased its CME Group (CME) stake by 23% in Q1 2022, buying an estimated $705 and bringing the position to 16 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Lenox Wealth Advisors first reported a position in CME in Q4 2019 and has held it in 8 quarters since. The position peaked at $23K in Q4 2020. 1,184 funds tracked by Wall St. Rank hold CME as of Q1 2022.

Lenox Wealth Advisors held 16 shares of CME Group worth $4K as of Q1 2022.
Lenox Wealth Advisors bought 3 CME Group shares in Q1 2022, an estimated $705.
CME Group made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #580 holding.
Lenox Wealth Advisors first reported a position in CME Group in Q4 2019 and has held it in 8 quarters since.
Lenox Wealth Advisors's CME Group position peaked at $23K in Q4 2020.
1,184 funds tracked by Wall St. Rank held CME Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.