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Sutton Wealth Advisors’s CME Group CME Stock Holding History

Sutton Wealth 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
2023
Q3 		$34.2K Buy
171
+24
+16% +$4.77K 0.02% 274
2023
Q2 		$27.2K Sell
147
-40
-21% -$7.39K 0.01% 308
2023
Q1 		$35.8K Sell
187
-934
-83% -$169K 0.02% 238
2022
Q4 		$189K Sell
1,121
-29
-3% -$5.04K 0.07% 179
2022
Q3 		$204K Buy
1,150
+15
+1% +$2.96K 0.08% 167
2022
Q2 		$232K Buy
1,135
+32
+3% +$6.78K 0.09% 151
2022
Q1 		$262K Buy
1,103
+8
+0.7% +$1.88K 0.09% 151
2021
Q4 		$250K Hold
1,095
– – 0.08% 160
2021
Q3 		$212K Sell
1,095
-1
-0.1% -$203 0.08% 171
2021
Q2 		$233K Hold
1,096
– – 0.09% 163
2021
Q1 		$224K Buy
1,096
+10
+0.9% +$1.97K 0.09% 161
2020
Q4 		$198K Buy
1,086
+9
+0.8% +$1.53K 0.08% 156
2020
Q3 		$180K Sell
1,077
-2
-0.2% -$337 0.09% 151
2020
Q2 		$175K Buy
1,079
+3
+0.3% +$538 0.09% 149
2020
Q1 		$186K Buy
1,076
+10
+0.9% +$1.99K 0.12% 136
2019
Q4 		$214K Hold
1,066
– – 0.11% 145
2019
Q3 		$225K Hold
1,066
– – 0.13% 133
2019
Q2 		$207K Buy
1,066
+7
+0.7% +$1.29K 0.12% 138
2019
Q1 		$174K Buy
1,059
+7
+0.7% +$1.24K 0.1% 153
2018
Q4 		$198K Hold
1,052
– – 0.13% 126
2018
Q3 		$179K Hold
1,052
– – 0.12% 137
2018
Q2 		$172K Hold
1,052
– – 0.12% 136
2018
Q1 		$170K Hold
1,052
– – 0.12% 140
2017
Q4 		$154K Hold
1,052
– – 0.11% 150
2017
Q3 		$143K Hold
1,052
– – 0.11% 159
2017
Q2 		$132K Hold
1,052
– – 0.1% 168
2017
Q1 		$125K Hold
1,052
– – 0.1% 166
2016
Q4 		$121K Hold
1,052
– – 0.11% 163
2016
Q3 		$110K Hold
1,052
– – 0.1% 168
2016
Q2 		$102K Buy
1,052
+40
+4% +$3.78K 0.1% 174
2016
Q1 		$97.2K Buy
+1,012
New +$92.1K 0.09% 178

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sutton Wealth Advisors's CME Position: Q3 2023 in Review

Sutton Wealth Advisors increased its CME Group (CME) stake by 16% in Q3 2023, buying an estimated $4.77K and bringing the position to 171 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #274.

Sutton Wealth Advisors first reported a position in CME in Q1 2016 and has held it in 31 quarters since. The position peaked at $262K in Q1 2022. 1,230 funds tracked by Wall St. Rank hold CME as of Q3 2023.

  • Sutton Wealth Advisors held 171 shares of CME Group worth $34.2K as of Q3 2023.
  • Sutton Wealth Advisors bought 24 CME Group shares in Q3 2023, an estimated $4.77K.
  • CME Group made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #274 holding.
  • Sutton Wealth Advisors first reported a position in CME Group in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's CME Group position peaked at $262K in Q1 2022.
  • 1,230 funds tracked by Wall St. Rank held CME Group as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.