Bank of Montreal
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Bank of Montreal’s El Pollo Loco LOCO Stock Holding History

Bank of Montreal’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-15,000
Closed -$300K – 4106
2014
Q4 		$300K Buy
+15,000
New +$452K ﹤0.01% 2300

Other funds holding LOCO

BCC
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of Montreal's LOCO Position: Q3 2023 in Review

Bank of Montreal sold out of El Pollo Loco (LOCO) in Q3 2023, closing a stake of 35,412 shares — an estimated $352K sold.

Bank of Montreal first reported a position in LOCO in Q3 2014 and held it in 25 quarters. The position peaked at $2.4M in Q2 2017. 114 funds tracked by Wall St. Rank hold LOCO as of Q3 2023.

  • Bank of Montreal reported no remaining El Pollo Loco position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 35,412 El Pollo Loco shares in Q3 2023, an estimated $352K.
  • Bank of Montreal first reported a position in El Pollo Loco in Q3 2014 and held it in 25 quarters.
  • Bank of Montreal's El Pollo Loco position peaked at $2.4M in Q2 2017.
  • 114 funds tracked by Wall St. Rank held El Pollo Loco as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.