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Oak Ridge Investments’s CME Group CME Stock Holding History

Oak Ridge Investments’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
2026
Q2 		– Sell
-880
Closed -$260K – 176
2026
Q1 		$260K Sell
880
-67
-7% -$19.9K 0.02% 166
2025
Q4 		$259K Sell
947
-106
-10% -$28.8K 0.02% 169
2025
Q3 		$285K Buy
+1,053
New +$287K 0.02% 167
2022
Q1 		– Sell
-2,518
Closed -$576K – 159
2021
Q4 		$576K Sell
2,518
-475
-16% -$105K 0.05% 156
2021
Q3 		$579K Hold
2,993
– – 0.05% 160
2021
Q2 		$637K Hold
2,993
– – 0.06% 157
2021
Q1 		$611K Hold
2,993
– – 0.06% 159
2020
Q4 		$545K Sell
2,993
-158
-5% -$26.9K 0.05% 169
2020
Q3 		$528K Sell
3,151
-23
-0.7% -$3.87K 0.04% 163
2020
Q2 		$516K Buy
3,174
+102
+3% +$18.3K 0.04% 158
2020
Q1 		$531K Sell
3,072
-270
-8% -$53.7K 0.05% 151
2019
Q4 		$671K Sell
3,342
-407
-11% -$83.5K 0.05% 151
2019
Q3 		$793K Hold
3,749
– – 0.06% 144
2019
Q2 		$728K Sell
3,749
-1,675
-31% -$309K 0.05% 149
2019
Q1 		$893K Hold
5,424
– – 0.06% 144
2018
Q4 		$1.02M Sell
5,424
-165
-3% -$30.5K 0.07% 140
2018
Q3 		$951K Buy
5,589
+342
+7% +$57.6K 0.05% 138
2018
Q2 		$860K Buy
5,247
+306
+6% +$50K 0.05% 137
2018
Q1 		$799K Sell
4,941
-47
-0.9% -$7.48K 0.04% 143
2017
Q4 		$728K Hold
4,988
– – 0.03% 148
2017
Q3 		$677K Buy
4,988
+2,700
+118% +$341K 0.03% 141
2017
Q2 		$287K Buy
+2,288
New +$274K 0.01% 145
2017
Q1 		– Sell
-2,288
Closed -$264K – 145
2016
Q4 		$264K Buy
2,288
+4
+0.2% +$445 0.01% 140
2016
Q3 		$239K Buy
2,284
+2
+0.1% +$209 0.01% 136
2016
Q2 		$222K Sell
2,282
-5
-0.2% -$473 0.01% 135
2016
Q1 		$220K Sell
2,287
-47
-2% -$4.28K 0.01% 132
2015
Q4 		$211K Hold
2,334
– – 0.01% 141
2015
Q3 		$216K Buy
2,334
+3
+0.1% +$285 0.01% 141
2015
Q2 		$217K Buy
2,331
+8
+0.3% +$746 ﹤0.01% 141
2015
Q1 		$220K Buy
2,323
+9
+0.4% +$834 ﹤0.01% 143
2014
Q4 		$205K Buy
+2,314
New +$196K ﹤0.01% 143

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oak Ridge Investments's CME Position: Q2 2026 in Review

Oak Ridge Investments sold out of CME Group (CME) in Q2 2026, closing a stake of 880 shares — an estimated $260K sold.

Oak Ridge Investments first reported a position in CME in Q4 2014 and held it in 31 quarters. The position peaked at $1.02M in Q4 2018. 407 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Oak Ridge Investments reported no remaining CME Group position as of Q2 2026 after selling out during the quarter.
  • Oak Ridge Investments sold 880 CME Group shares in Q2 2026, an estimated $260K.
  • Oak Ridge Investments first reported a position in CME Group in Q4 2014 and held it in 31 quarters.
  • Oak Ridge Investments's CME Group position peaked at $1.02M in Q4 2018.
  • 407 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.