LPL Financial
TACO

LPL Financial’s Del Taco Restaurants, Inc. Common Stock TACO Stock Holding History

LPL Financial’s Portfolio TACO Stock Details TACO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,812
Closed -$128K – 4501
2021
Q2 		$128K Buy
+12,812
New +$134K ﹤0.01% 4011

Other funds holding TACO

BM
Belfer Management New York $5.98M AUM 20.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial's TACO Position: Q3 2021 in Review

LPL Financial sold out of Del Taco Restaurants, Inc. Common Stock (TACO) in Q3 2021, closing a stake of 12,812 shares — an estimated $128K sold.

LPL Financial first reported a position in TACO in Q2 2021 and held it in 1 quarter. The position peaked at $128K in Q2 2021. 104 funds tracked by Wall St. Rank hold TACO as of Q3 2021.

  • LPL Financial reported no remaining Del Taco Restaurants, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • LPL Financial sold 12,812 Del Taco Restaurants, Inc. Common Stock shares in Q3 2021, an estimated $128K.
  • LPL Financial first reported a position in Del Taco Restaurants, Inc. Common Stock in Q2 2021 and held it in 1 quarter.
  • LPL Financial's Del Taco Restaurants, Inc. Common Stock position peaked at $128K in Q2 2021.
  • 104 funds tracked by Wall St. Rank held Del Taco Restaurants, Inc. Common Stock as of Q3 2021.

Based on LPL Financial's 13F filing for Q3 2021, filed 15 Nov 2021.