SHFP
CME icon

Second Half Financial Partners’s CME Group CME Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-12,896
Closed -$2.54M – 95
2024
Q2 		$2.54M Sell
12,896
-284
-2% -$58.7K 2.03% 17
2024
Q1 		$2.84M Buy
13,180
+184
+1% +$38.7K 1.26% 32
2023
Q4 		$2.74M Buy
+12,996
New +$2.77M 1.35% 24

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Second Half Financial Partners's CME Position: Q3 2024 in Review

Second Half Financial Partners sold out of CME Group (CME) in Q3 2024, closing a stake of 12,896 shares — an estimated $2.54M sold.

Second Half Financial Partners first reported a position in CME in Q4 2023 and held it in 3 quarters. The position peaked at $2.84M in Q1 2024. 1,391 funds tracked by Wall St. Rank hold CME as of Q3 2024.

  • Second Half Financial Partners reported no remaining CME Group position as of Q3 2024 after selling out during the quarter.
  • Second Half Financial Partners sold 12,896 CME Group shares in Q3 2024, an estimated $2.54M.
  • Second Half Financial Partners first reported a position in CME Group in Q4 2023 and held it in 3 quarters.
  • Second Half Financial Partners's CME Group position peaked at $2.84M in Q1 2024.
  • 1,391 funds tracked by Wall St. Rank held CME Group as of Q3 2024.

Based on Second Half Financial Partners's 13F filing for Q3 2024, filed 8 Nov 2024.