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MPS Loria Financial Planners’s Chipotle Mexican Grill CMG Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-50
Closed -$1K – 194
2021
Q1 		$1K Hold
50
– – ﹤0.01% 480
2020
Q4 		$1K Hold
50
– – ﹤0.01% 519
2020
Q3 		$1K Hold
50
– – ﹤0.01% 305
2020
Q2 		$1K Buy
+50
New +$926 ﹤0.01% 312
2017
Q3 		– Sell
-2,950
Closed -$19K – 134
2017
Q2 		$19K Buy
+2,950
New +$27.4K 0.01% 231

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 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
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

MPS Loria Financial Planners's CMG Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Chipotle Mexican Grill (CMG) in Q2 2021, closing a stake of 50 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in CMG in Q2 2017 and held it in 5 quarters. The position peaked at $19K in Q2 2017. 792 funds tracked by Wall St. Rank hold CMG as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Chipotle Mexican Grill position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 50 Chipotle Mexican Grill shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Chipotle Mexican Grill in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Chipotle Mexican Grill position peaked at $19K in Q2 2017.
  • 792 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.