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Evercore Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Evercore Wealth Management’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
2024
Q4 		– Sell
-4,209
Closed -$243K – 420
2024
Q3 		$243K Buy
4,209
+59
+1% +$3.27K ﹤0.01% 371
2024
Q2 		$260K Hold
4,150
– – ﹤0.01% 356
2024
Q1 		$241K Buy
+4,150
New +$212K ﹤0.01% 376
2017
Q3 		– Sell
-5,000
Closed -$42K – 912
2017
Q2 		$42K Hold
5,000
– – ﹤0.01% 603
2017
Q1 		$45K Sell
5,000
-1,400
-22% -$11.6K ﹤0.01% 615
2016
Q4 		$48K Sell
6,400
-4,850
-43% -$38.3K ﹤0.01% 613
2016
Q3 		$96K Hold
11,250
– – ﹤0.01% 490
2016
Q2 		$90K Hold
11,250
– – ﹤0.01% 480
2016
Q1 		$106K Buy
11,250
+3,450
+44% +$32.8K ﹤0.01% 445
2015
Q4 		$75K Sell
7,800
-12,750
-62% -$156K ﹤0.01% 526
2015
Q3 		$296K Hold
20,550
– – 0.01% 330
2015
Q2 		$248K Buy
20,550
+1,800
+10% +$22.8K 0.01% 386
2015
Q1 		$244K Buy
18,750
+3,250
+21% +$44.4K 0.01% 381
2014
Q4 		$212K Buy
15,500
+4,500
+41% +$58.9K 0.01% 352
2014
Q3 		$148K Buy
11,000
+6,000
+120% +$78.6K 0.01% 450
2014
Q2 		$59K Hold
5,000
– – ﹤0.01% 587
2014
Q1 		$57K Hold
5,000
– – ﹤0.01% 576
2013
Q4 		$53K Sell
5,000
-350
-7% -$3.56K ﹤0.01% 552
2013
Q3 		$46K Buy
5,350
+350
+7% +$2.83K ﹤0.01% 575
2013
Q2 		$36K Buy
+5,000
New +$35.9K ﹤0.01% 603

Other funds holding CMG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Evercore Wealth Management's CMG Position: Q4 2024 in Review

Evercore Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q4 2024, closing a stake of 4,209 shares — an estimated $243K sold.

Evercore Wealth Management first reported a position in CMG in Q2 2013 and held it in 20 quarters. The position peaked at $296K in Q3 2015. 1,639 funds tracked by Wall St. Rank hold CMG as of Q4 2024.

  • Evercore Wealth Management reported no remaining Chipotle Mexican Grill position as of Q4 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 4,209 Chipotle Mexican Grill shares in Q4 2024, an estimated $243K.
  • Evercore Wealth Management first reported a position in Chipotle Mexican Grill in Q2 2013 and held it in 20 quarters.
  • Evercore Wealth Management's Chipotle Mexican Grill position peaked at $296K in Q3 2015.
  • 1,639 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2024.

Based on Evercore Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.