Lester Murray Antman dba SimplyRich CME — CME GROUP INC

Ownership history in Lester Murray Antman dba SimplyRich  ·  31 quarters on record

AI Ownership Summary

Lester Murray Antman dba SimplyRich reported CME GROUP INC (CME) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.63% in 2025 Q2. The latest visible filing shows CME at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lester Murray Antman dba SimplyRich's position in CME GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CME was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CME stock page Lester Murray Antman dba SimplyRich fund profile Lester Murray Antman dba SimplyRich full holdings
How Lester Murray Antman dba SimplyRich held CME — position size vs. price
% of Fund (quarterly)    CME price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 8,161 +12 +0.1% 0.62% $2K 2026-05-01 $289.54
2025 Q4 REDUCED — — — 8,149 -21 -0.3% 0.58% $2.2M 2026-01-23 $276.14
2025 Q3 REDUCED — — — 8,170 -2 -0.0% 0.60% $2.2M 2025-10-10 $263.90
2025 Q2 UNCHANGED — — — 8,172 — 0% 0.63% $2.3M 2025-07-24 $268.18
2025 Q1 UNCHANGED — — — 8,172 — 0% 0.63% $2.2M 2025-05-09 $273.87
2024 Q4 ADDED — — — 8,172 +106 +1.3% 0.54% $1.9M 2025-01-29 $222.83
2024 Q3 ADDED — — — 8,066 +399 +5.2% 0.50% $1.8M 2024-10-18 $212.49
2024 Q2 ADDED — — — 7,667 +50 +0.7% 0.48% $1.5M 2024-07-26 $185.66
2024 Q1 ADDED — — — 7,617 +10 +0.1% 0.53% $1.6M 2024-05-03 $191.15
2023 Q4 ADDED — — — 7,607 +20 +0.3% 0.55% $1.6M 2024-01-26 $189.35
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CME

As of 2026 Q1 — sorted by position size

BP PLC 3Y 7Y 100.0% Vitol Holding B.V. 3Y 100.0% Alphabet Inc. 3Y 25.63% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 15.59% Kepos Capital LP 3Y 7Y 14.46% Prevatt Capital Ltd 12.89% CAPITAL COUNSEL LLC/NY 3Y 7Y 10.02% Mizuho Bank, Ltd. 3Y 7Y 8.19% IRON Financial LLC 3Y 7Y 7.53% Emmett Investment Management, LP 7.43%

FAQ About Lester Murray Antman dba SimplyRich and CME

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lester Murray Antman dba SimplyRich reported owning CME?

Lester Murray Antman dba SimplyRich reported CME across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CME position in Lester Murray Antman dba SimplyRich's portfolio?

The largest reported portfolio weight for CME was 0.63% in 2025 Q2.

What is the latest reported CME position on this page?

The most recent filing on this page is 2026 Q1, when Lester Murray Antman dba SimplyRich reported 8,161 shares, equal to 0.62% of portfolio, with an estimated market value of $2K.

What does the chart on this CME ownership page compare?

The chart compares Lester Murray Antman dba SimplyRich's quarterly CME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lester Murray Antman dba SimplyRich time their CME position?

Based on 13F filing dates vs. subsequent CME price moves, Lester Murray Antman dba SimplyRich correctly timed 13 out of 24 reported position changes (54%). The annualised alpha on CME relative to SPY over the holding period was -3.8%.

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