Summit Trail Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.72M | Buy |
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|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $986K | Buy |
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|
2024
Q3 | $796K | Buy |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $727K | Buy |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $659K | Buy |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $409K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $493K | Buy |
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|
2018
Q2 | $140K | Sell |
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|
2018
Q1 | $262K | Buy |
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|
2017
Q4 | $414K | Buy |
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