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LifePlan Financial’s CME Group CME Stock Holding History

LifePlan 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
2025
Q3 		– Sell
-1,711
Closed -$472K – 87
2025
Q2 		$472K Sell
1,711
-38
-2% -$10.3K 0.39% 65
2025
Q1 		$464K Sell
1,749
-132
-7% -$32.6K 0.4% 62
2024
Q4 		$437K Sell
1,881
-22
-1% -$5.06K 0.39% 64
2024
Q3 		$420K Buy
+1,903
New +$394K 0.36% 72

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LifePlan Financial's CME Position: Q3 2025 in Review

LifePlan Financial sold out of CME Group (CME) in Q3 2025, closing a stake of 1,711 shares — an estimated $472K sold.

LifePlan Financial first reported a position in CME in Q3 2024 and held it in 4 quarters. The position peaked at $472K in Q2 2025. 1,651 funds tracked by Wall St. Rank hold CME as of Q3 2025.

  • LifePlan Financial reported no remaining CME Group position as of Q3 2025 after selling out during the quarter.
  • LifePlan Financial sold 1,711 CME Group shares in Q3 2025, an estimated $472K.
  • LifePlan Financial first reported a position in CME Group in Q3 2024 and held it in 4 quarters.
  • LifePlan Financial's CME Group position peaked at $472K in Q2 2025.
  • 1,651 funds tracked by Wall St. Rank held CME Group as of Q3 2025.

Based on LifePlan Financial's 13F filing for Q3 2025, filed 13 Nov 2025.