Sugarloaf Wealth Management’s CME Group CME Stock Holding History

Sugarloaf Wealth Management’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	$34.8K	Hold	150	–	–	0.01%	340
2024 Q3	$33.1K	Hold	150	–	–	0.01%	349
2024 Q2	$29.5K	Hold	150	–	–	0.01%	346
2024 Q1	$32.3K	Hold	150	–	–	0.01%	341
2023 Q4	$31.6K	Sell	150 -33	-18%	-$7.04K	0.01%	337
2023 Q3	$36.7K	Hold	183	–	–	0.01%	324
2023 Q2	$33.9K	Buy	183 +1	+0.5%	+$185	0.01%	330
2023 Q1	$35K	Hold	182	–	–	0.01%	330
2022 Q4	$30.6K	Hold	182	–	–	0.01%	353
2022 Q3	$33K	Hold	182	–	–	0.01%	350
2022 Q2	$37K	Buy	182 +1	+0.6%	+$212	0.01%	332
2022 Q1	$43K	Hold	181	–	–	0.01%	302
2021 Q4	$41K	Hold	181	–	–	0.01%	319
2021 Q3	$35K	Hold	181	–	–	0.01%	328
2021 Q2	$38K	Buy	181 +1	+0.6%	+$211	0.01%	312
2021 Q1	$37	Hold	180	–	–	0.01%	312
2020 Q4	$33K	Hold	180	–	–	0.01%	304
2020 Q3	$30K	Hold	180	–	–	0.01%	304
2020 Q2	$29K	Buy	180 +1	+0.6%	+$179	0.01%	303
2020 Q1	$31K	Hold	179	–	–	0.01%	276
2019 Q4	$36K	Buy	+179	New	+$36.7K	0.02%	282

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's CME Position: Q4 2024 in Review

Sugarloaf Wealth Management held its CME Group (CME) position steady in Q4 2024 at 150 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #340.

Sugarloaf Wealth Management first reported a position in CME in Q4 2019 and has held it in 21 quarters since. The position peaked at $43K in Q1 2022. 1,500 funds tracked by Wall St. Rank hold CME as of Q4 2024.

Sugarloaf Wealth Management held 150 shares of CME Group worth $34.8K as of Q4 2024.
Sugarloaf Wealth Management left its CME Group share count unchanged in Q4 2024.
CME Group made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #340 holding.
Sugarloaf Wealth Management first reported a position in CME Group in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's CME Group position peaked at $43K in Q1 2022.
1,500 funds tracked by Wall St. Rank held CME Group as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.