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Pinnacle Family Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Pinnacle Family 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
2023
Q3 		– Sell
-4,750
Closed -$203K – 89
2023
Q2 		$203K Buy
+4,750
New +$188K 0.11% 101
2021
Q1 		– Sell
-10,250
Closed -$284K – 124
2020
Q4 		$284K Sell
10,250
-2,300
-18% -$60.3K 0.17% 89
2020
Q3 		$312K Sell
12,550
-1,550
-11% -$37.4K 0.21% 50
2020
Q2 		$297K Buy
+14,100
New +$261K 0.26% 54

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Family Advisors's CMG Position: Q3 2023 in Review

Pinnacle Family Advisors sold out of Chipotle Mexican Grill (CMG) in Q3 2023, closing a stake of 4,750 shares — an estimated $203K sold.

Pinnacle Family Advisors first reported a position in CMG in Q2 2020 and held it in 4 quarters. The position peaked at $312K in Q3 2020. 1,046 funds tracked by Wall St. Rank hold CMG as of Q3 2023.

  • Pinnacle Family Advisors reported no remaining Chipotle Mexican Grill position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Family Advisors sold 4,750 Chipotle Mexican Grill shares in Q3 2023, an estimated $203K.
  • Pinnacle Family Advisors first reported a position in Chipotle Mexican Grill in Q2 2020 and held it in 4 quarters.
  • Pinnacle Family Advisors's Chipotle Mexican Grill position peaked at $312K in Q3 2020.
  • 1,046 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2023.

Based on Pinnacle Family Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.