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Madison Wealth Management’s CME Group CME Stock Holding History

Madison 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
2023
Q3 		$4.43M Sell
22,106
-114
-0.5% -$22.7K 0.93% 33
2023
Q2 		$4.12M Buy
22,220
+66
+0.3% +$12.2K 0.83% 36
2023
Q1 		$4.24M Buy
22,154
+448
+2% +$81K 0.92% 36
2022
Q4 		$3.65M Sell
21,706
-209
-1% -$36.3K 0.83% 37
2022
Q3 		$3.88M Buy
21,915
+1,940
+10% +$383K 0.95% 32
2022
Q2 		$4.09M Buy
19,975
+8,439
+73% +$1.79M 0.99% 28
2022
Q1 		$2.74M Buy
11,536
+352
+3% +$82.7K 0.58% 50
2021
Q4 		$2.56M Buy
11,184
+906
+9% +$199K 0.51% 53
2021
Q3 		$1.99M Buy
10,278
+271
+3% +$54.9K 0.43% 61
2021
Q2 		$2.13M Buy
10,007
+945
+10% +$200K 0.47% 57
2021
Q1 		$1.85M Buy
9,062
+271
+3% +$53.4K 0.45% 57
2020
Q4 		$1.6M Sell
8,791
-65
-0.7% -$11.1K 0.42% 53
2020
Q3 		$1.48M Buy
8,856
+271
+3% +$45.6K 0.44% 53
2020
Q2 		$1.4M Buy
8,585
+195
+2% +$35K 0.46% 52
2020
Q1 		$1.45M Buy
8,390
+55
+0.7% +$10.9K 0.58% 41
2019
Q4 		$1.67M Buy
+8,335
New +$1.71M 0.48% 42

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
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 $37.4B AUM 35.42% 1-Year Est. Return

Madison Wealth Management's CME Position: Q3 2023 in Review

Madison Wealth Management reduced its CME Group (CME) stake by 0.51% in Q3 2023, selling an estimated $22.7K and leaving 22,106 shares worth $4.43M. The position accounts for 0.93% of the portfolio, ranked #33.

Madison Wealth Management first reported a position in CME in Q4 2019 and has held it in 16 quarters since. 1,230 funds tracked by Wall St. Rank hold CME as of Q3 2023.

  • Madison Wealth Management held 22,106 shares of CME Group worth $4.43M as of Q3 2023.
  • Madison Wealth Management sold 114 CME Group shares in Q3 2023, an estimated $22.7K.
  • CME Group made up 0.93% of Madison Wealth Management's portfolio in Q3 2023, its #33 holding.
  • Madison Wealth Management first reported a position in CME Group in Q4 2019 and has held it in 16 quarters since.
  • 1,230 funds tracked by Wall St. Rank held CME Group as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.