InceptionR’s El Pollo Loco LOCO Stock Holding History

InceptionR’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	-20,037	Closed	-$275K	–	761
2024 Q3	$275K	Buy	+20,037	New	+$251K	0.07%	474

Other funds holding LOCO

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

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

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

InceptionR's LOCO Position: Q4 2024 in Review

InceptionR sold out of El Pollo Loco (LOCO) in Q4 2024, closing a stake of 20,037 shares — an estimated $275K sold.

InceptionR first reported a position in LOCO in Q3 2024 and held it in 1 quarter. The position peaked at $275K in Q3 2024. 135 funds tracked by Wall St. Rank hold LOCO as of Q4 2024.

InceptionR reported no remaining El Pollo Loco position as of Q4 2024 after selling out during the quarter.
InceptionR sold 20,037 El Pollo Loco shares in Q4 2024, an estimated $275K.
InceptionR first reported a position in El Pollo Loco in Q3 2024 and held it in 1 quarter.
InceptionR's El Pollo Loco position peaked at $275K in Q3 2024.
135 funds tracked by Wall St. Rank held El Pollo Loco as of Q4 2024.

Based on InceptionR's 13F filing for Q4 2024, filed 6 Feb 2025.