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

Gitterman 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
-4,944
Closed -$285K – 135
2024
Q3 		$285K Sell
4,944
-1,256
-20% -$69.5K 0.12% 70
2024
Q2 		$388K Buy
+6,200
New +$385K 0.15% 38

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

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

Gitterman Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q4 2024, closing a stake of 4,944 shares — an estimated $285K sold.

Gitterman Wealth Management first reported a position in CMG in Q2 2024 and held it in 2 quarters. The position peaked at $388K in Q2 2024. 1,639 funds tracked by Wall St. Rank hold CMG as of Q4 2024.

  • Gitterman Wealth Management reported no remaining Chipotle Mexican Grill position as of Q4 2024 after selling out during the quarter.
  • Gitterman Wealth Management sold 4,944 Chipotle Mexican Grill shares in Q4 2024, an estimated $285K.
  • Gitterman Wealth Management first reported a position in Chipotle Mexican Grill in Q2 2024 and held it in 2 quarters.
  • Gitterman Wealth Management's Chipotle Mexican Grill position peaked at $388K in Q2 2024.
  • 1,639 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2024.

Based on Gitterman Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.