Morningstar Investment Management’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
8,762
-634
| -7% | -$175K | 0.21% | 33 |
|
|
2025
Q1 | $2.49M | Buy |
9,396
+2,055
| +28% | +$545K | 0.21% | 36 |
|
|
2024
Q4 | $1.71M | Sell |
7,341
-359
| -5% | -$83.4K | 0.13% | 45 |
|
|
2024
Q3 | $1.73M | Sell |
7,700
-75
| -1% | -$16.8K | 0.17% | 52 |
|
|
2024
Q2 | $1.53M | Hold |
7,775
| – | – | 0.16% | 62 |
|
|
2024
Q1 | $1.67M | Hold |
7,775
| – | – | 0.18% | 59 |
|
|
2023
Q4 | $1.64M | Sell |
7,775
-310
| -4% | -$65.3K | 0.19% | 60 |
|
|
2023
Q3 | $1.62M | Sell |
8,085
-504
| -6% | -$101K | 0.22% | 42 |
|
|
2023
Q2 | $1.59M | Buy |
8,589
+4,721
| +122% | +$875K | 0.21% | 44 |
|
|
2023
Q1 | $741K | Hold |
3,868
| – | – | 0.11% | 48 |
|
|
2022
Q4 | $650K | Buy |
+3,868
| New | +$650K | 0.11% | 51 |
|