Mark Sheptoff Financial Planning’s Chipotle Mexican Grill CMG Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-500	Closed	-$31.3K	–	439
2024 Q2	$31.3K	Buy	+500	New	+$31.1K	0.02%	218
2020 Q2	–	Sell	-350	Closed	-$5K	–	358
2020 Q1	$5K	Hold	350	–	–	﹤0.01%	270
2019 Q4	$6K	Hold	350	–	–	﹤0.01%	308
2019 Q3	$6K	Buy	+350	New	+$5.58K	﹤0.01%	295
2016 Q3	–	Sell	-2,500	Closed	-$20K	–	354
2016 Q2	$20K	Sell	2,500 -250	-9%	-$2.17K	0.01%	203
2016 Q1	$26K	Buy	+2,750	New	+$26.2K	0.02%	189

Other funds holding CMG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

PSCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's CMG Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of Chipotle Mexican Grill (CMG) in Q3 2024, closing a stake of 500 shares — an estimated $31.3K sold.

Mark Sheptoff Financial Planning first reported a position in CMG in Q1 2016 and held it in 6 quarters. The position peaked at $31.3K in Q2 2024. 1,521 funds tracked by Wall St. Rank hold CMG as of Q3 2024.

Mark Sheptoff Financial Planning reported no remaining Chipotle Mexican Grill position as of Q3 2024 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 500 Chipotle Mexican Grill shares in Q3 2024, an estimated $31.3K.
Mark Sheptoff Financial Planning first reported a position in Chipotle Mexican Grill in Q1 2016 and held it in 6 quarters.
Mark Sheptoff Financial Planning's Chipotle Mexican Grill position peaked at $31.3K in Q2 2024.
1,521 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.