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WealthStone’s CME Group CME Stock Holding History

WealthStone’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
2021
Q1 		$273K Buy
1,340
+128
+11% +$25.2K 0.1% 181
2020
Q4 		$221K Buy
+1,212
New +$206K 0.08% 193
2019
Q3 		– Sell
-4,360
Closed -$846K – 172
2019
Q2 		$846K Buy
+4,360
New +$804K 0.38% 51

Other funds holding CME

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthStone's CME Position: Q1 2021 in Review

WealthStone increased its CME Group (CME) stake by 11% in Q1 2021, buying an estimated $25.2K and bringing the position to 1,340 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #181.

WealthStone first reported a position in CME in Q2 2019 and has held it in 3 quarters since. The position peaked at $846K in Q2 2019. 1,062 funds tracked by Wall St. Rank hold CME as of Q1 2021.

  • WealthStone held 1,340 shares of CME Group worth $273K as of Q1 2021.
  • WealthStone bought 128 CME Group shares in Q1 2021, an estimated $25.2K.
  • CME Group made up 0.1% of WealthStone's portfolio in Q1 2021, its #181 holding.
  • WealthStone first reported a position in CME Group in Q2 2019 and has held it in 3 quarters since.
  • WealthStone's CME Group position peaked at $846K in Q2 2019.
  • 1,062 funds tracked by Wall St. Rank held CME Group as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.