Burt Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Burt Wealth Advisors’s Portfolio CMG Stock Details CMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-200	Closed	-$6K	–	139
2020 Q4	$6K	Hold	200	–	–	﹤0.01%	302
2020 Q3	$5K	Buy	+200	New	+$4.82K	﹤0.01%	309
2018 Q4	–	Sell	-350	Closed	-$3K	–	357
2018 Q3	$3K	Hold	350	–	–	﹤0.01%	339
2018 Q2	$3K	Hold	350	–	–	﹤0.01%	328
2018 Q1	$2K	Hold	350	–	–	﹤0.01%	344
2017 Q4	$2K	Hold	350	–	–	﹤0.01%	338
2017 Q3	$2K	Hold	350	–	–	﹤0.01%	322
2017 Q2	$2K	Hold	350	–	–	﹤0.01%	367
2017 Q1	$3K	Hold	350	–	–	﹤0.01%	312
2016 Q4	$3K	Hold	350	–	–	﹤0.01%	341
2016 Q3	$2K	Hold	350	–	–	﹤0.01%	352
2016 Q2	$2K	Hold	350	–	–	﹤0.01%	360
2016 Q1	$15K	Hold	350	–	–	0.01%	281
2015 Q4	$3K	Hold	350	–	–	﹤0.01%	427
2015 Q3	$5K	Hold	350	–	–	0.01%	304
2015 Q2	$4K	Hold	350	–	–	﹤0.01%	322
2015 Q1	$5K	Hold	350	–	–	0.01%	288
2014 Q4	$5K	Buy	+350	New	+$4.58K	0.01%	274

Other funds holding CMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Burt Wealth Advisors's CMG Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q1 2021, closing a stake of 200 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in CMG in Q4 2014 and held it in 18 quarters. The position peaked at $15K in Q1 2016. 787 funds tracked by Wall St. Rank hold CMG as of Q1 2021.

Burt Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 200 Chipotle Mexican Grill shares in Q1 2021, an estimated $6K.
Burt Wealth Advisors first reported a position in Chipotle Mexican Grill in Q4 2014 and held it in 18 quarters.
Burt Wealth Advisors's Chipotle Mexican Grill position peaked at $15K in Q1 2016.
787 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.