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Leelyn Smith’s Portillo's PTLO Stock Holding History

Leelyn Smith’s Portfolio PTLO Stock Details PTLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,299
Closed -$21.2K – 342
2022
Q4 		$21.2K Sell
1,299
-100
-7% -$2K 0.01% 254
2022
Q3 		$28K Hold
1,399
– – 0.01% 200
2022
Q2 		$23K Buy
1,399
+1,299
+1,299% +$25.1K 0.01% 238
2022
Q1 		$2K Sell
100
-1,499
-94% -$39.7K ﹤0.01% 339
2021
Q4 		$60K Buy
+1,599
New +$64.1K 0.02% 192

Other funds holding PTLO

BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Leelyn Smith's PTLO Position: Q1 2023 in Review

Leelyn Smith sold out of Portillo's (PTLO) in Q1 2023, closing a stake of 1,299 shares — an estimated $21.2K sold.

Leelyn Smith first reported a position in PTLO in Q4 2021 and held it in 5 quarters. The position peaked at $60K in Q4 2021. 183 funds tracked by Wall St. Rank hold PTLO as of Q1 2023.

  • Leelyn Smith reported no remaining Portillo's position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 1,299 Portillo's shares in Q1 2023, an estimated $21.2K.
  • Leelyn Smith first reported a position in Portillo's in Q4 2021 and held it in 5 quarters.
  • Leelyn Smith's Portillo's position peaked at $60K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Portillo's as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.