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Kaizen Financial Strategies’s El Pollo Loco LOCO Stock Holding History

Kaizen Financial Strategies’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
-11,000
Closed -$151K – 138
2024
Q3 		$151K Hold
11,000
– – 0.09% 131
2024
Q2 		$131K Buy
+11,000
New +$110K 0.08% 130

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LSV Asset Management
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F1I
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William Blair Investment Management
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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

Kaizen Financial Strategies's LOCO Position: Q4 2024 in Review

Kaizen Financial Strategies sold out of El Pollo Loco (LOCO) in Q4 2024, closing a stake of 11,000 shares — an estimated $151K sold.

Kaizen Financial Strategies first reported a position in LOCO in Q2 2024 and held it in 2 quarters. The position peaked at $151K in Q3 2024. 135 funds tracked by Wall St. Rank hold LOCO as of Q4 2024.

  • Kaizen Financial Strategies reported no remaining El Pollo Loco position as of Q4 2024 after selling out during the quarter.
  • Kaizen Financial Strategies sold 11,000 El Pollo Loco shares in Q4 2024, an estimated $151K.
  • Kaizen Financial Strategies first reported a position in El Pollo Loco in Q2 2024 and held it in 2 quarters.
  • Kaizen Financial Strategies's El Pollo Loco position peaked at $151K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held El Pollo Loco as of Q4 2024.

Based on Kaizen Financial Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.