Schechter Investment Advisors’s CME Group CME Stock Holding History

Schechter Investment Advisors’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 Q1	$9.16M	Sell	34,524 -10,575	-23%	-$2.61M	0.75%	23
2024 Q4	$10.5M	Sell	45,099 -608	-1%	-$140K	0.8%	22
2024 Q3	$10.1M	Buy	45,707 +261	+0.6%	+$54K	0.74%	27
2024 Q2	$8.93M	Sell	45,446 -1,614	-3%	-$333K	0.67%	32
2024 Q1	$10.1M	Sell	47,060 -58	-0.1%	-$12.2K	0.76%	29
2023 Q4	$9.92M	Sell	47,118 -351	-0.7%	-$74.9K	0.86%	25
2023 Q3	$9.5M	Buy	47,469 +274	+0.6%	+$54.5K	0.92%	22
2023 Q2	$8.74M	Sell	47,195 -690	-1%	-$128K	0.79%	24
2023 Q1	$9.17M	Buy	47,885 +4,621	+11%	+$836K	0.85%	20
2022 Q4	$7.28M	Sell	43,264 -1,011	-2%	-$176K	0.66%	16
2022 Q3	$7.84M	Sell	44,275 -30	-0.1%	-$5.93K	0.77%	14
2022 Q2	$9.07M	Sell	44,305 -810	-2%	-$172K	0.88%	11
2022 Q1	$10.7M	Buy	45,115 +207	+0.5%	+$48.6K	1%	9
2021 Q4	$10.3M	Buy	+44,908	New	+$9.88M	0.93%	12

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

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

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

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

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

Schechter Investment Advisors reduced its CME Group (CME) stake by 23% in Q1 2025, selling an estimated $2.61M and leaving 34,524 shares worth $9.16M. The position accounts for 0.75% of the portfolio, ranked #23.

Schechter Investment Advisors first reported a position in CME in Q4 2021 and has held it in 14 quarters since. The position peaked at $10.7M in Q1 2022. 1,596 funds tracked by Wall St. Rank hold CME as of Q1 2025.

Schechter Investment Advisors held 34,524 shares of CME Group worth $9.16M as of Q1 2025.
Schechter Investment Advisors sold 10,575 CME Group shares in Q1 2025, an estimated $2.61M.
CME Group made up 0.75% of Schechter Investment Advisors's portfolio in Q1 2025, its #23 holding.
Schechter Investment Advisors first reported a position in CME Group in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's CME Group position peaked at $10.7M in Q1 2022.
1,596 funds tracked by Wall St. Rank held CME Group as of Q1 2025.

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