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Kathleen S. Wright Associates’s Chipotle Mexican Grill CMG Stock Holding History

Kathleen S. Wright Associates’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 		– Sell
-5,000
Closed -$139K – 172
2022
Q4 		$139K Buy
+5,000
New +$149K 0.09% 94

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State Street
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PSCM
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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

Kathleen S. Wright Associates's CMG Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of Chipotle Mexican Grill (CMG) in Q1 2023, closing a stake of 5,000 shares — an estimated $139K sold.

Kathleen S. Wright Associates first reported a position in CMG in Q4 2022 and held it in 1 quarter. The position peaked at $139K in Q4 2022. 1,002 funds tracked by Wall St. Rank hold CMG as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining Chipotle Mexican Grill position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 5,000 Chipotle Mexican Grill shares in Q1 2023, an estimated $139K.
  • Kathleen S. Wright Associates first reported a position in Chipotle Mexican Grill in Q4 2022 and held it in 1 quarter.
  • Kathleen S. Wright Associates's Chipotle Mexican Grill position peaked at $139K in Q4 2022.
  • 1,002 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.