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Lake Point Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-1,000
Closed -$9K – 708
2018
Q4 		$9K Buy
+1,000
New +$9.04K ﹤0.01% 475

Other funds holding CMG

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Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lake Point Wealth Management's CMG Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q1 2019, closing a stake of 1,000 shares — an estimated $9K sold.

Lake Point Wealth Management first reported a position in CMG in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 595 funds tracked by Wall St. Rank hold CMG as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Chipotle Mexican Grill position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 1,000 Chipotle Mexican Grill shares in Q1 2019, an estimated $9K.
  • Lake Point Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Chipotle Mexican Grill position peaked at $9K in Q4 2018.
  • 595 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.