Number of Shares
58,799.00
Current Holdings Value*
$3.68 Mil
% of Portfolio
0.56%
Total Estimate Gain
$-547,630.84
% of Total Estimate Gain
-14.92%

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's Chipotle Mexican Grill Inc Holding Summary

As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 58,799.00 shares of Chipotle Mexican Grill Inc(CMG), totaling $3.68 Mil. This investment constitutes 0.56% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds 0% of the outstanding Chipotle Mexican Grill Inc(CMG) stock.

The initial trade took place in 2018Q2. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 4 purchases of CMG, at an average price of $59.72, for a total of 61,449.00 shares. In addition, there have been 5 sales at an average price of $14.24 for 2,650.00 shares. Based on historical transaction data and CMG's current price of $52.46, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his CMG holdings is $-547,630.84, reflecting a -14.92% gain to date.

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC CMG ($52.46) Holding Chart

INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC CMG ($52.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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