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Safeguard Investment Advisory Group’s Chipotle Mexican Grill CMG Stock Holding History

Safeguard Investment 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
Q1 		– Sell
-1,500
Closed -$41K – 194
2020
Q4 		$41K Buy
+1,500
New +$39.3K 0.04% 221

Other funds holding CMG

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T. Rowe Price Associates
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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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Safeguard Investment Advisory Group's CMG Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Chipotle Mexican Grill (CMG) in Q1 2021, closing a stake of 1,500 shares — an estimated $41K sold.

Safeguard Investment Advisory Group first reported a position in CMG in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 788 funds tracked by Wall St. Rank hold CMG as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Chipotle Mexican Grill position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,500 Chipotle Mexican Grill shares in Q1 2021, an estimated $41K.
  • Safeguard Investment Advisory Group first reported a position in Chipotle Mexican Grill in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Chipotle Mexican Grill position peaked at $41K in Q4 2020.
  • 788 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.