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Clearview Wealth Advisors’s El Pollo Loco LOCO Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-29,494
Closed -$259K – 399
2023
Q2 		$259K Buy
+29,494
New +$276K 0.26% 98

Other funds holding LOCO

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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

Clearview Wealth Advisors's LOCO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of El Pollo Loco (LOCO) in Q3 2023, closing a stake of 29,494 shares — an estimated $259K sold.

Clearview Wealth Advisors first reported a position in LOCO in Q2 2023 and held it in 1 quarter. The position peaked at $259K in Q2 2023. 114 funds tracked by Wall St. Rank hold LOCO as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining El Pollo Loco position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 29,494 El Pollo Loco shares in Q3 2023, an estimated $259K.
  • Clearview Wealth Advisors first reported a position in El Pollo Loco in Q2 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's El Pollo Loco position peaked at $259K in Q2 2023.
  • 114 funds tracked by Wall St. Rank held El Pollo Loco as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.