SageView Advisory Group’s CME Group CME Stock Holding History

SageView Advisory Group’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
2025 Q4	$2.47M	Sell	9,038 -1,982	-18%	-$539K	0.08%	133
2025 Q3	$2.98M	Buy	11,020 +6,866	+165%	+$1.87M	0.1%	126
2025 Q2	$1.14M	Buy	4,154 +19	+0.5%	+$5.17K	0.04%	227
2025 Q1	$1.1M	Sell	4,135 -1,031	-20%	-$254K	0.05%	212
2024 Q4	$1.2M	Buy	5,166 +2,153	+71%	+$495K	0.05%	198
2024 Q3	$665K	Sell	3,013 -964	-24%	-$199K	0.03%	253
2024 Q2	$782K	Buy	3,977 +945	+31%	+$195K	0.04%	259
2024 Q1	$653K	Sell	3,032 -856	-22%	-$180K	0.03%	268
2023 Q4	$801K	Buy	3,888 +910	+31%	+$194K	0.03%	296
2023 Q3	$596K	Sell	2,978 -57	-2%	-$11.3K	0.03%	305
2023 Q2	$562K	Sell	3,035 -2,532	-45%	-$468K	0.03%	330
2023 Q1	$1.07M	Buy	+5,567	New	+$1.01M	0.07%	193

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SageView Advisory Group's CME Position: Q4 2025 in Review

SageView Advisory Group reduced its CME Group (CME) stake by 18% in Q4 2025, selling an estimated $539K and leaving 9,038 shares worth $2.47M. The position accounts for 0.08% of the portfolio, ranked #133.

SageView Advisory Group first reported a position in CME in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.98M in Q3 2025. 1,732 funds tracked by Wall St. Rank hold CME as of Q4 2025.

SageView Advisory Group held 9,038 shares of CME Group worth $2.47M as of Q4 2025.
SageView Advisory Group sold 1,982 CME Group shares in Q4 2025, an estimated $539K.
CME Group made up 0.08% of SageView Advisory Group's portfolio in Q4 2025, its #133 holding.
SageView Advisory Group first reported a position in CME Group in Q1 2023 and has held it in 12 quarters since.
SageView Advisory Group's CME Group position peaked at $2.98M in Q3 2025.
1,732 funds tracked by Wall St. Rank held CME Group as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.