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Marks Group Wealth Management’s CME Group CME Stock Holding History

Marks Group 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
2020
Q4 		– Sell
-2,918
Closed -$488K – 257
2020
Q3 		$488K Buy
2,918
+256
+10% +$43.1K 0.09% 172
2020
Q2 		$382K Buy
2,662
+80
+3% +$14.3K 0.08% 177
2020
Q1 		$447K Buy
2,582
+116
+5% +$23.1K 0.12% 157
2019
Q4 		$495K Buy
+2,466
New +$506K 0.1% 175

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marks Group Wealth Management's CME Position: Q4 2020 in Review

Marks Group Wealth Management sold out of CME Group (CME) in Q4 2020, closing a stake of 2,918 shares — an estimated $488K sold.

Marks Group Wealth Management first reported a position in CME in Q4 2019 and held it in 4 quarters. The position peaked at $495K in Q4 2019. 1,030 funds tracked by Wall St. Rank hold CME as of Q4 2020.

  • Marks Group Wealth Management reported no remaining CME Group position as of Q4 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 2,918 CME Group shares in Q4 2020, an estimated $488K.
  • Marks Group Wealth Management first reported a position in CME Group in Q4 2019 and held it in 4 quarters.
  • Marks Group Wealth Management's CME Group position peaked at $495K in Q4 2019.
  • 1,030 funds tracked by Wall St. Rank held CME Group as of Q4 2020.

Based on Marks Group Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.