Polaris Wealth Advisory Group’s Chipotle Mexican Grill CMG Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-264,050	Closed	-$9.75M	–	180
2021 Q3	$9.75M	Sell	264,050 -12,200	-4%	-$444K	0.58%	56
2021 Q2	$8.5M	Buy	+276,250	New	+$7.88M	0.5%	65
2020 Q4	–	Sell	-11,050	Closed	-$277K	–	184
2020 Q3	$277K	Buy	+11,050	New	+$266K	0.03%	138
2014 Q1	–	Sell	-2,500	Closed	-$27K	–	173
2013 Q4	$27K	Buy	+2,500	New	+$25.4K	0.01%	114

Other funds holding CMG

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Polaris Wealth Advisory Group's CMG Position: Q4 2021 in Review

Polaris Wealth Advisory Group sold out of Chipotle Mexican Grill (CMG) in Q4 2021, closing a stake of 264,050 shares — an estimated $9.75M sold.

Polaris Wealth Advisory Group first reported a position in CMG in Q4 2013 and held it in 4 quarters. The position peaked at $9.75M in Q3 2021. 925 funds tracked by Wall St. Rank hold CMG as of Q4 2021.

Polaris Wealth Advisory Group reported no remaining Chipotle Mexican Grill position as of Q4 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 264,050 Chipotle Mexican Grill shares in Q4 2021, an estimated $9.75M.
Polaris Wealth Advisory Group first reported a position in Chipotle Mexican Grill in Q4 2013 and held it in 4 quarters.
Polaris Wealth Advisory Group's Chipotle Mexican Grill position peaked at $9.75M in Q3 2021.
925 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2021, filed 26 Jan 2022.