YorkBridge Wealth Partners’s Chipotle Mexican Grill CMG Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-7,400	Closed	-$108K	–	257
2019 Q2	$108K	Sell	7,400 -250	-3%	-$3.52K	0.05%	271
2019 Q1	$109K	Sell	7,650 -550	-7%	-$6.38K	0.05%	260
2018 Q4	$71K	Buy	8,200 +200	+3%	+$1.81K	0.04%	292
2018 Q3	$72K	Sell	8,000 -450	-5%	-$4.28K	0.03%	319
2018 Q2	$73K	Sell	8,450 -1,250	-13%	-$10.2K	0.03%	325
2018 Q1	$63K	Hold	9,700	–	–	0.03%	348
2017 Q4	$58K	Sell	9,700 -8,700	-47%	-$51.9K	0.03%	360
2017 Q3	$113K	Sell	18,400 -23,450	-56%	-$158K	0.06%	247
2017 Q2	$349K	Sell	41,850 -150	-0.4%	-$1.39K	0.19%	116
2017 Q1	$409K	Sell	42,000 -16,450	-28%	-$136K	0.21%	99
2016 Q4	$480K	Buy	+58,450	New	+$461K	0.28%	86

Other funds holding CMG

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PSCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

YorkBridge Wealth Partners's CMG Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Chipotle Mexican Grill (CMG) in Q3 2019, closing a stake of 7,400 shares — an estimated $108K sold.

YorkBridge Wealth Partners first reported a position in CMG in Q4 2016 and held it in 11 quarters. The position peaked at $480K in Q4 2016. 622 funds tracked by Wall St. Rank hold CMG as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Chipotle Mexican Grill position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 7,400 Chipotle Mexican Grill shares in Q3 2019, an estimated $108K.
YorkBridge Wealth Partners first reported a position in Chipotle Mexican Grill in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Chipotle Mexican Grill position peaked at $480K in Q4 2016.
622 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.