Evoke Wealth’s El Pollo Loco LOCO Stock Holding History

Evoke Wealth’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
2022 Q2	–	Sell	-1,650	Closed	-$19K	–	1209
2022 Q1	$19K	Buy	1,650 +858	+108%	+$11.1K	﹤0.01%	663
2021 Q4	$11K	Buy	+792	New	+$11.6K	﹤0.01%	780

Other funds holding LOCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's LOCO Position: Q2 2022 in Review

Evoke Wealth sold out of El Pollo Loco (LOCO) in Q2 2022, closing a stake of 1,650 shares — an estimated $19K sold.

Evoke Wealth first reported a position in LOCO in Q4 2021 and held it in 2 quarters. The position peaked at $19K in Q1 2022. 113 funds tracked by Wall St. Rank hold LOCO as of Q2 2022.

Evoke Wealth reported no remaining El Pollo Loco position as of Q2 2022 after selling out during the quarter.
Evoke Wealth sold 1,650 El Pollo Loco shares in Q2 2022, an estimated $19K.
Evoke Wealth first reported a position in El Pollo Loco in Q4 2021 and held it in 2 quarters.
Evoke Wealth's El Pollo Loco position peaked at $19K in Q1 2022.
113 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2022.

Based on Evoke Wealth's 13F filing for Q2 2022, filed 4 Aug 2022.