Schechter Investment Advisors’s Cboe Global Markets CBOE Stock Holding History

Schechter Investment Advisors’s Portfolio CBOE Stock Details CBOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$812K	Sell	3,590 -169	-4%	-$35.1K	0.07%	264
2024 Q4	$735K	Sell	3,759 -4	-0.1%	-$824	0.06%	299
2024 Q3	$771K	Sell	3,763 -55	-1%	-$10.8K	0.06%	303
2024 Q2	$649K	Buy	3,818 +8	+0.2%	+$1.42K	0.05%	317
2024 Q1	$700K	Buy	3,810 +1,709	+81%	+$315K	0.05%	319
2023 Q4	$375K	Buy	2,101 +54	+3%	+$9.25K	0.03%	411
2023 Q3	$320K	Sell	2,047 -35	-2%	-$5.15K	0.03%	428
2023 Q2	$287K	Buy	2,082 +125	+6%	+$17.1K	0.03%	495
2023 Q1	$263K	Buy	+1,957	New	+$246K	0.02%	550

Other funds holding CBOE

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Schechter Investment Advisors's CBOE Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Cboe Global Markets (CBOE) stake by 4.5% in Q1 2025, selling an estimated $35.1K and leaving 3,590 shares worth $812K. The position accounts for 0.07% of the portfolio, ranked #264.

Schechter Investment Advisors first reported a position in CBOE in Q1 2023 and has held it in 9 quarters since. 806 funds tracked by Wall St. Rank hold CBOE as of Q1 2025.

Schechter Investment Advisors held 3,590 shares of Cboe Global Markets worth $812K as of Q1 2025.
Schechter Investment Advisors sold 169 Cboe Global Markets shares in Q1 2025, an estimated $35.1K.
Cboe Global Markets made up 0.07% of Schechter Investment Advisors's portfolio in Q1 2025, its #264 holding.
Schechter Investment Advisors first reported a position in Cboe Global Markets in Q1 2023 and has held it in 9 quarters since.
806 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.