BAM
LOCO icon

Belpointe Asset Management’s El Pollo Loco LOCO Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-645
Closed -$6.19K – 2147
2023
Q1 		$6.19K Hold
645
– – ﹤0.01% 2928
2022
Q4 		$6.42K Buy
+645
New +$6.72K ﹤0.01% 2825

Other funds holding LOCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

Belpointe Asset Management's LOCO Position: Q2 2023 in Review

Belpointe Asset Management sold out of El Pollo Loco (LOCO) in Q2 2023, closing a stake of 645 shares — an estimated $6.19K sold.

Belpointe Asset Management first reported a position in LOCO in Q4 2022 and held it in 2 quarters. The position peaked at $6.42K in Q4 2022. 136 funds tracked by Wall St. Rank hold LOCO as of Q2 2023.

  • Belpointe Asset Management reported no remaining El Pollo Loco position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 645 El Pollo Loco shares in Q2 2023, an estimated $6.19K.
  • Belpointe Asset Management first reported a position in El Pollo Loco in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's El Pollo Loco position peaked at $6.42K in Q4 2022.
  • 136 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.