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Lifestyle Asset Management’s CME Group CME Stock Holding History

Lifestyle Asset 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
2023
Q3 		– Sell
-1,236
Closed -$229K – 90
2023
Q2 		$229K Buy
+1,236
New +$228K 0.14% 71

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Lifestyle Asset Management's CME Position: Q3 2023 in Review

Lifestyle Asset Management sold out of CME Group (CME) in Q3 2023, closing a stake of 1,236 shares — an estimated $229K sold.

Lifestyle Asset Management first reported a position in CME in Q2 2023 and held it in 1 quarter. The position peaked at $229K in Q2 2023. 1,229 funds tracked by Wall St. Rank hold CME as of Q3 2023.

  • Lifestyle Asset Management reported no remaining CME Group position as of Q3 2023 after selling out during the quarter.
  • Lifestyle Asset Management sold 1,236 CME Group shares in Q3 2023, an estimated $229K.
  • Lifestyle Asset Management first reported a position in CME Group in Q2 2023 and held it in 1 quarter.
  • Lifestyle Asset Management's CME Group position peaked at $229K in Q2 2023.
  • 1,229 funds tracked by Wall St. Rank held CME Group as of Q3 2023.

Based on Lifestyle Asset Management's 13F filing for Q3 2023, filed 5 Oct 2023.