Lido Advisors
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Lido Advisors’s El Pollo Loco LOCO Stock Holding History

Lido 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
Q1 		– Sell
-10,775
Closed -$195K – 875
2020
Q4 		$195K Sell
10,775
-4,872
-31% -$81.9K ﹤0.01% 781
2020
Q3 		$253K Sell
15,647
-4,566
-23% -$75.2K 0.01% 531
2020
Q2 		$298K Sell
20,213
-500
-2% -$6.42K 0.01% 447
2020
Q1 		$175K Buy
20,713
+5,855
+39% +$74.5K 0.01% 528
2019
Q4 		$225K Buy
+14,858
New +$208K 0.01% 591

Other funds holding LOCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lido Advisors's LOCO Position: Q1 2021 in Review

Lido Advisors sold out of El Pollo Loco (LOCO) in Q1 2021, closing a stake of 10,775 shares — an estimated $195K sold.

Lido Advisors first reported a position in LOCO in Q4 2019 and held it in 5 quarters. The position peaked at $298K in Q2 2020. 112 funds tracked by Wall St. Rank hold LOCO as of Q1 2021.

  • Lido Advisors reported no remaining El Pollo Loco position as of Q1 2021 after selling out during the quarter.
  • Lido Advisors sold 10,775 El Pollo Loco shares in Q1 2021, an estimated $195K.
  • Lido Advisors first reported a position in El Pollo Loco in Q4 2019 and held it in 5 quarters.
  • Lido Advisors's El Pollo Loco position peaked at $298K in Q2 2020.
  • 112 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2021.

Based on Lido Advisors's 13F filing for Q1 2021, filed 13 May 2021.