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Lenox Wealth Management’s CME Group CME Stock Holding History

Lenox 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
Q2 		$143K Buy
885
+48
+6% +$8.6K 0.04% 172
2020
Q1 		$144K Buy
837
+137
+20% +$27.3K 0.05% 163
2019
Q4 		$142K Buy
700
+63
+10% +$12.9K 0.04% 175
2019
Q3 		$134K Sell
637
-69
-10% -$14.4K 0.04% 173
2019
Q2 		$137K Buy
+706
New +$130K 0.04% 160

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lenox Wealth Management's CME Position: Q2 2020 in Review

Lenox Wealth Management increased its CME Group (CME) stake by 5.7% in Q2 2020, buying an estimated $8.6K and bringing the position to 885 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #172.

Lenox Wealth Management first reported a position in CME in Q2 2019 and has held it in 5 quarters since. The position peaked at $144K in Q1 2020. 1,044 funds tracked by Wall St. Rank hold CME as of Q2 2020.

  • Lenox Wealth Management held 885 shares of CME Group worth $143K as of Q2 2020.
  • Lenox Wealth Management bought 48 CME Group shares in Q2 2020, an estimated $8.6K.
  • CME Group made up 0.04% of Lenox Wealth Management's portfolio in Q2 2020, its #172 holding.
  • Lenox Wealth Management first reported a position in CME Group in Q2 2019 and has held it in 5 quarters since.
  • Lenox Wealth Management's CME Group position peaked at $144K in Q1 2020.
  • 1,044 funds tracked by Wall St. Rank held CME Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.