Lenox Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$5K	Buy	+150	New	+$4.52K	﹤0.01%	557
2021 Q2	–	Sell	-250	Closed	-$7K	–	711
2021 Q1	$7K	Buy	+250	New	+$7.23K	﹤0.01%	453
2020 Q3	–	Sell	-150	Closed	-$3K	–	578
2020 Q2	$3K	Hold	150	–	–	﹤0.01%	480
2020 Q1	$2K	Buy	+150	New	+$2.37K	﹤0.01%	570
2016 Q1	–	Sell	-700	Closed	-$7K	–	281
2015 Q4	$7K	Buy	+700	New	+$8.56K	﹤0.01%	195

Other funds holding CMG

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Lenox Wealth Advisors's CMG Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in Chipotle Mexican Grill (CMG) in Q1 2022: 150 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in CMG as recently as Q1 2021.

Lenox Wealth Advisors first reported a position in CMG in Q4 2015 and has held it in 5 quarters since. The position peaked at $7K in Q1 2021. 896 funds tracked by Wall St. Rank hold CMG as of Q1 2022.

Lenox Wealth Advisors held 150 shares of Chipotle Mexican Grill worth $5K as of Q1 2022.
Chipotle Mexican Grill was a new Lenox Wealth Advisors position in Q1 2022.
Chipotle Mexican Grill made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #557 holding.
Lenox Wealth Advisors first reported a position in Chipotle Mexican Grill in Q4 2015 and has held it in 5 quarters since.
Lenox Wealth Advisors's Chipotle Mexican Grill position peaked at $7K in Q1 2021.
896 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.