MinichMacGregor Wealth Management’s CME Group CME Stock Holding History

MinichMacGregor 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 Q1	–	Sell	-100	Closed	-$16.8K	–	192
2022 Q4	$16.8K	Buy	+100	New	+$17.4K	0.01%	341
2018 Q4	–	Sell	-95	Closed	-$16K	–	176
2018 Q3	$16K	Sell	95 -4	-4%	-$673	0.01%	247
2018 Q2	$16K	Sell	99 -4	-4%	-$653	0.01%	234
2018 Q1	$16K	Sell	103 -7	-6%	-$1.11K	0.01%	232
2017 Q4	$16K	Hold	110	–	–	0.01%	229
2017 Q3	$14K	Hold	110	–	–	0.01%	236
2017 Q2	$13K	Buy	110 +35	+47%	+$4.19K	0.01%	238
2017 Q1	$8K	Hold	75	–	–	0.01%	303
2016 Q4	$8K	Sell	75 -6	-7%	-$668	0.01%	284
2016 Q3	$8K	Buy	+81	New	+$8.46K	0.01%	294

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

MinichMacGregor Wealth Management's CME Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of CME Group (CME) in Q1 2023, closing a stake of 100 shares — an estimated $16.8K sold.

MinichMacGregor Wealth Management first reported a position in CME in Q3 2016 and held it in 10 quarters. The position peaked at $16.8K in Q4 2022. 1,171 funds tracked by Wall St. Rank hold CME as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining CME Group position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 100 CME Group shares in Q1 2023, an estimated $16.8K.
MinichMacGregor Wealth Management first reported a position in CME Group in Q3 2016 and held it in 10 quarters.
MinichMacGregor Wealth Management's CME Group position peaked at $16.8K in Q4 2022.
1,171 funds tracked by Wall St. Rank held CME Group as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.