SGI
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Summit Global Investments’s CME Group CME Stock Holding History

Summit Global Investments’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
2026
Q1 		$2.01M Sell
6,795
-3,513
-34% -$1.04M 0.12% 95
2025
Q4 		$2.81M Sell
10,308
-2,752
-21% -$748K 0.17% 69
2025
Q3 		$3.53M Sell
13,060
-2,408
-16% -$655K 0.21% 73
2025
Q2 		$4.26M Buy
15,468
+13,631
+742% +$3.71M 0.25% 70
2025
Q1 		$487K Sell
1,837
-210
-10% -$51.8K 0.04% 297
2024
Q4 		$475K Sell
2,047
-10
-0.5% -$2.3K 0.03% 370
2024
Q3 		$454K Buy
2,057
+787
+62% +$163K 0.03% 375
2024
Q2 		$250K Sell
1,270
-26
-2% -$5.37K 0.02% 441
2024
Q1 		$279K Buy
+1,296
New +$272K 0.02% 414

Other funds holding CME

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return