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Capital Performance Advisors’s El Pollo Loco LOCO Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-480
Closed -$6.58K – 1566
2024
Q3 		$6.58K Buy
+480
New +$6.01K ﹤0.01% 999

Other funds holding LOCO

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Performance Advisors's LOCO Position: Q4 2024 in Review

Capital Performance Advisors sold out of El Pollo Loco (LOCO) in Q4 2024, closing a stake of 480 shares — an estimated $6.58K sold.

Capital Performance Advisors first reported a position in LOCO in Q3 2024 and held it in 1 quarter. The position peaked at $6.58K in Q3 2024. 135 funds tracked by Wall St. Rank hold LOCO as of Q4 2024.

  • Capital Performance Advisors reported no remaining El Pollo Loco position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 480 El Pollo Loco shares in Q4 2024, an estimated $6.58K.
  • Capital Performance Advisors first reported a position in El Pollo Loco in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's El Pollo Loco position peaked at $6.58K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held El Pollo Loco as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.