Lenox Wealth Advisors’s El Pollo Loco LOCO Stock Holding History

Lenox Wealth Advisors’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
2021 Q2	–	Sell	-99	Closed	-$2K	–	761
2021 Q1	$2K	Buy	+99	New	+$1.89K	﹤0.01%	615

Other funds holding LOCO

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

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

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return

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

MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

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

Lenox Wealth Advisors's LOCO Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of El Pollo Loco (LOCO) in Q2 2021, closing a stake of 99 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in LOCO in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 109 funds tracked by Wall St. Rank hold LOCO as of Q2 2021.

Lenox Wealth Advisors reported no remaining El Pollo Loco position as of Q2 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 99 El Pollo Loco shares in Q2 2021, an estimated $2K.
Lenox Wealth Advisors first reported a position in El Pollo Loco in Q1 2021 and held it in 1 quarter.
Lenox Wealth Advisors's El Pollo Loco position peaked at $2K in Q1 2021.
109 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.