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Harvest Group Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Harvest Group 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
2023
Q1 		$1.71K Hold
50
– – ﹤0.01% 132
2022
Q4 		$1.39K Hold
50
– – ﹤0.01% 136
2022
Q3 		$2K Buy
+50
New +$1.55K ﹤0.01% 109
2022
Q2 		– Sell
-50
Closed -$2K – 188
2022
Q1 		$2K Hold
50
– – ﹤0.01% 87
2021
Q4 		$2K Buy
+50
New +$1.76K ﹤0.01% 70

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's CMG Position: Q1 2023 in Review

Harvest Group Wealth Management held its Chipotle Mexican Grill (CMG) position steady in Q1 2023 at 50 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #132.

Harvest Group Wealth Management first reported a position in CMG in Q4 2021 and has held it in 5 quarters since. The position peaked at $2K in Q3 2022. 1,002 funds tracked by Wall St. Rank hold CMG as of Q1 2023.

  • Harvest Group Wealth Management held 50 shares of Chipotle Mexican Grill worth $1.71K as of Q1 2023.
  • Harvest Group Wealth Management left its Chipotle Mexican Grill share count unchanged in Q1 2023.
  • Chipotle Mexican Grill made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #132 holding.
  • Harvest Group Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2021 and has held it in 5 quarters since.
  • Harvest Group Wealth Management's Chipotle Mexican Grill position peaked at $2K in Q3 2022.
  • 1,002 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.