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Mark Sheptoff Financial Planning’s CME Group CME Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q1 		– Sell
-55
Closed -$13K – 436
2021
Q4 		$13K Hold
55
– – 0.01% 290
2021
Q3 		$11K Hold
55
– – 0.01% 292
2021
Q2 		$12K Buy
+55
New +$11.6K 0.01% 311

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Mark Sheptoff Financial Planning's CME Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of CME Group (CME) in Q1 2022, closing a stake of 55 shares — an estimated $13K sold.

Mark Sheptoff Financial Planning first reported a position in CME in Q2 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 1,183 funds tracked by Wall St. Rank hold CME as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining CME Group position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 55 CME Group shares in Q1 2022, an estimated $13K.
  • Mark Sheptoff Financial Planning first reported a position in CME Group in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's CME Group position peaked at $13K in Q4 2021.
  • 1,183 funds tracked by Wall St. Rank held CME Group as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.