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Morningstar Investment Services’s CME Group CME Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-4,183
Closed -$913K – 183
2024
Q3 		$913K Buy
4,183
+614
+17% +$127K 0.01% 218
2024
Q2 		$698K Buy
3,569
+99
+3% +$20.5K 0.01% 218
2024
Q1 		$748K Sell
3,470
-3,094
-47% -$650K 0.01% 207
2023
Q4 		$1.39M Buy
6,564
+3,630
+124% +$775K 0.01% 207
2023
Q3 		$592K Buy
2,934
+534
+22% +$106K 0.01% 199
2023
Q2 		$440K Buy
2,400
+461
+24% +$85.2K 0.01% 197
2023
Q1 		$365K Buy
1,939
+746
+63% +$135K ﹤0.01% 193
2022
Q4 		$203K Buy
+1,193
New +$207K ﹤0.01% 214
2017
Q1 		– Sell
-60,003
Closed -$6.92M – 187
2016
Q4 		$6.92M Sell
60,003
-1,119
-2% -$125K 0.23% 92
2016
Q3 		$6.39M Sell
61,122
-42,691
-41% -$4.46M 0.18% 102
2016
Q2 		$10M Buy
103,813
+6,704
+7% +$634K 0.32% 82
2016
Q1 		$9.33M Buy
97,109
+7,101
+8% +$646K 0.32% 83
2015
Q4 		$8.15M Buy
90,008
+14,358
+19% +$1.35M 0.32% 87
2015
Q3 		$7.02M Buy
75,650
+8,033
+12% +$764K 0.3% 92
2015
Q2 		$6.29M Buy
67,617
+12,170
+22% +$1.14M 0.27% 94
2015
Q1 		$5.25M Buy
55,447
+7,715
+16% +$715K 0.23% 96
2014
Q4 		$4.23M Buy
47,732
+2,371
+5% +$201K 0.2% 102
2014
Q3 		$3.63M Buy
45,361
+4,726
+12% +$356K 0.19% 105
2014
Q2 		$2.88M Buy
40,635
+5,720
+16% +$403K 0.17% 107
2014
Q1 		$2.58M Buy
34,915
+6,068
+21% +$458K 0.18% 106
2013
Q4 		$2.26M Buy
28,847
+6,248
+28% +$489K 0.17% 113
2013
Q3 		$1.67M Buy
22,599
+3,481
+18% +$256K 0.15% 117
2013
Q2 		$1.45M Buy
+19,118
New +$1.25M 0.15% 108

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Morningstar Investment Services's CME Position: Q4 2024 in Review

Morningstar Investment Services sold out of CME Group (CME) in Q4 2024, closing a stake of 4,183 shares — an estimated $913K sold.

Morningstar Investment Services first reported a position in CME in Q2 2013 and held it in 23 quarters. The position peaked at $10M in Q2 2016. 1,502 funds tracked by Wall St. Rank hold CME as of Q4 2024.

  • Morningstar Investment Services reported no remaining CME Group position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 4,183 CME Group shares in Q4 2024, an estimated $913K.
  • Morningstar Investment Services first reported a position in CME Group in Q2 2013 and held it in 23 quarters.
  • Morningstar Investment Services's CME Group position peaked at $10M in Q2 2016.
  • 1,502 funds tracked by Wall St. Rank held CME Group as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.