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Planned Solutions’s CME Group CME Stock Holding History

Planned Solutions’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
-300
Closed -$66.2K – 206
2024
Q3 		$66.2K Buy
+300
New +$62.1K 0.03% 264
2024
Q1 		– Sell
-300
Closed -$63.2K – 176
2023
Q4 		$63.2K Buy
+300
New +$64K 0.03% 249
2021
Q1 		– Sell
-300
Closed -$55K – 125
2020
Q4 		$55K Hold
300
– – 0.04% 180
2020
Q3 		$50K Buy
+300
New +$50.5K 0.05% 150

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planned Solutions's CME Position: Q4 2024 in Review

Planned Solutions sold out of CME Group (CME) in Q4 2024, closing a stake of 300 shares — an estimated $66.2K sold.

Planned Solutions first reported a position in CME in Q3 2020 and held it in 4 quarters. The position peaked at $66.2K in Q3 2024. 1,500 funds tracked by Wall St. Rank hold CME as of Q4 2024.

  • Planned Solutions reported no remaining CME Group position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 300 CME Group shares in Q4 2024, an estimated $66.2K.
  • Planned Solutions first reported a position in CME Group in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's CME Group position peaked at $66.2K in Q3 2024.
  • 1,500 funds tracked by Wall St. Rank held CME Group as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.