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Ellevest Inc’s El Pollo Loco LOCO Stock Holding History

Ellevest Inc’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
2020
Q4 		– Sell
-58
Closed -$1K – 1279
2020
Q3 		$1K Hold
58
– – ﹤0.01% 1028
2020
Q2 		$1K Buy
+58
New +$744 ﹤0.01% 1021
2019
Q2 		– Sell
-137
Closed -$2K – 428
2019
Q1 		$2K Buy
+137
New +$2.07K ﹤0.01% 288

Other funds holding LOCO

TFM
Trimaran Fund Management New York $303M AUM 19.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Ellevest Inc's LOCO Position: Q4 2020 in Review

Ellevest Inc sold out of El Pollo Loco (LOCO) in Q4 2020, closing a stake of 58 shares — an estimated $1K sold.

Ellevest Inc first reported a position in LOCO in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 124 funds tracked by Wall St. Rank hold LOCO as of Q4 2020.

  • Ellevest Inc reported no remaining El Pollo Loco position as of Q4 2020 after selling out during the quarter.
  • Ellevest Inc sold 58 El Pollo Loco shares in Q4 2020, an estimated $1K.
  • Ellevest Inc first reported a position in El Pollo Loco in Q1 2019 and held it in 3 quarters.
  • Ellevest Inc's El Pollo Loco position peaked at $2K in Q1 2019.
  • 124 funds tracked by Wall St. Rank held El Pollo Loco as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.