PP
CME icon

PDS Planning’s CME Group CME Stock Holding History

PDS Planning’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
Q1 		$851K Buy
2,883
+131
+5% +$38.9K 0.06% 167
2025
Q4 		$751K Sell
2,752
-243
-8% -$66K 0.05% 183
2025
Q3 		$809K Sell
2,995
-43
-1% -$11.7K 0.06% 165
2025
Q2 		$837K Buy
3,038
+236
+8% +$64.2K 0.06% 152
2025
Q1 		$743K Buy
2,802
+282
+11% +$69.6K 0.06% 153
2024
Q4 		$585K Buy
2,520
+182
+8% +$41.9K 0.05% 167
2024
Q3 		$516K Sell
2,338
-36
-2% -$7.45K 0.05% 189
2024
Q2 		$467K Buy
2,374
+32
+1% +$6.61K 0.05% 182
2024
Q1 		$504K Buy
2,342
+94
+4% +$19.7K 0.05% 162
2023
Q4 		$473K Buy
2,248
+132
+6% +$28.2K 0.05% 154
2023
Q3 		$424K Buy
2,116
+79
+4% +$15.7K 0.05% 153
2023
Q2 		$377K Buy
2,037
+103
+5% +$19K 0.05% 173
2023
Q1 		$370K Buy
+1,934
New +$350K 0.05% 160
2022
Q2 		– Sell
-885
Closed -$211K – 223
2022
Q1 		$211K Buy
+885
New +$208K 0.04% 201

Other funds holding CME

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return