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LGT Financial Advisors’s Chipotle Mexican Grill CMG Stock Holding History

LGT Financial 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
2024
Q4 		– Sell
-950
Closed -$54.7K – 726
2024
Q3 		$54.7K Sell
950
-100
-10% -$5.54K 0.14% 108
2024
Q2 		$65.8K Hold
1,050
– – 0.14% 127
2024
Q1 		$61K Buy
1,050
+950
+950% +$48.6K 0.07% 210
2023
Q4 		$4.57K Hold
100
– – 0.01% 651
2023
Q3 		$3.66K Buy
+100
New +$3.9K ﹤0.01% 688

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
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

LGT Financial Advisors's CMG Position: Q4 2024 in Review

LGT Financial Advisors sold out of Chipotle Mexican Grill (CMG) in Q4 2024, closing a stake of 950 shares — an estimated $54.7K sold.

LGT Financial Advisors first reported a position in CMG in Q3 2023 and held it in 5 quarters. The position peaked at $65.8K in Q2 2024. 1,639 funds tracked by Wall St. Rank hold CMG as of Q4 2024.

  • LGT Financial Advisors reported no remaining Chipotle Mexican Grill position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 950 Chipotle Mexican Grill shares in Q4 2024, an estimated $54.7K.
  • LGT Financial Advisors first reported a position in Chipotle Mexican Grill in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's Chipotle Mexican Grill position peaked at $65.8K in Q2 2024.
  • 1,639 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.