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Marcum Wealth’s CME Group CME Stock Holding History

Marcum Wealth’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
Q1 		$664K Sell
2,504
-159
-6% -$39.2K 0.06% 158
2024
Q4 		$618K Buy
2,663
+504
+23% +$116K 0.05% 164
2024
Q3 		$476K Sell
2,159
-548
-20% -$113K 0.04% 207
2024
Q2 		$532K Buy
2,707
+94
+4% +$19.4K 0.05% 181
2024
Q1 		$563K Buy
2,613
+95
+4% +$20K 0.06% 175
2023
Q4 		$530K Buy
2,518
+918
+57% +$196K 0.06% 176
2023
Q3 		$320K Sell
1,600
-17
-1% -$3.38K 0.04% 235
2023
Q2 		$300K Sell
1,617
-886
-35% -$164K 0.04% 248
2023
Q1 		$479K Buy
2,503
+680
+37% +$123K 0.06% 182
2022
Q4 		$307K Sell
1,823
-471
-21% -$81.8K 0.04% 238
2022
Q3 		$406K Buy
2,294
+47
+2% +$9.29K 0.06% 183
2022
Q2 		$460K Buy
2,247
+538
+31% +$114K 0.07% 168
2022
Q1 		$407K Buy
1,709
+112
+7% +$26.3K 0.06% 193
2021
Q4 		$365K Buy
1,597
+168
+12% +$37K 0.05% 213
2021
Q3 		$276K Buy
1,429
+131
+10% +$26.5K 0.04% 253
2021
Q2 		$276K Buy
1,298
+50
+4% +$10.6K 0.04% 230
2021
Q1 		$255K Buy
+1,248
New +$246K 0.04% 248

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marcum Wealth's CME Position: Q1 2025 in Review

Marcum Wealth reduced its CME Group (CME) stake by 6% in Q1 2025, selling an estimated $39.2K and leaving 2,504 shares worth $664K. The position accounts for 0.06% of the portfolio, ranked #158.

Marcum Wealth first reported a position in CME in Q1 2021 and has held it in 17 quarters since. 1,597 funds tracked by Wall St. Rank hold CME as of Q1 2025.

  • Marcum Wealth held 2,504 shares of CME Group worth $664K as of Q1 2025.
  • Marcum Wealth sold 159 CME Group shares in Q1 2025, an estimated $39.2K.
  • CME Group made up 0.06% of Marcum Wealth's portfolio in Q1 2025, its #158 holding.
  • Marcum Wealth first reported a position in CME Group in Q1 2021 and has held it in 17 quarters since.
  • 1,597 funds tracked by Wall St. Rank held CME Group as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.