Householder Group Estate & Retirement Specialist’s Chipotle Mexican Grill CMG Stock Holding History

Householder Group Estate & Retirement Specialist’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	$81K	Sell	1,352 -2,000	-60%	-$121K	0.06%	170
2024 Q3	$193K	Sell	3,352 -1,748	-34%	-$96.8K	0.06%	250
2024 Q2	$319K	Buy	5,100 +4,300	+538%	+$267K	0.09%	182
2024 Q1	$46.5K	Buy	800 +350	+78%	+$17.9K	0.01%	485
2023 Q4	$20K	Hold	450	–	–	0.01%	641
2023 Q3	$16.5K	Buy	+450	New	+$17.5K	0.01%	676
2023 Q1	$15K	Buy	+450	New	+$14.1K	0.01%	695
2022 Q4	–	Sell	-200	Closed	-$6K	–	462
2022 Q3	$6K	Buy	+200	New	+$6.2K	﹤0.01%	831

Other funds holding CMG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's CMG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Chipotle Mexican Grill (CMG) stake by 60% in Q4 2024, selling an estimated $121K and leaving 1,352 shares worth $81K. The position accounts for 0.06% of the portfolio, ranked #170.

Householder Group Estate & Retirement Specialist first reported a position in CMG in Q3 2022 and has held it in 8 quarters since. The position peaked at $319K in Q2 2024. 1,640 funds tracked by Wall St. Rank hold CMG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,352 shares of Chipotle Mexican Grill worth $81K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 2,000 Chipotle Mexican Grill shares in Q4 2024, an estimated $121K.
Chipotle Mexican Grill made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #170 holding.
Householder Group Estate & Retirement Specialist first reported a position in Chipotle Mexican Grill in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Chipotle Mexican Grill position peaked at $319K in Q2 2024.
1,640 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.