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Mark Sheptoff Financial Planning’s El Pollo Loco LOCO Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-1,000
Closed -$8.82K – 418
2023
Q4 		$8.82K Buy
+1,000
New +$8.6K 0.01% 296

Other funds holding LOCO

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's LOCO Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of El Pollo Loco (LOCO) in Q1 2024, closing a stake of 1,000 shares — an estimated $8.82K sold.

Mark Sheptoff Financial Planning first reported a position in LOCO in Q4 2023 and held it in 1 quarter. The position peaked at $8.82K in Q4 2023. 113 funds tracked by Wall St. Rank hold LOCO as of Q1 2024.

  • Mark Sheptoff Financial Planning reported no remaining El Pollo Loco position as of Q1 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,000 El Pollo Loco shares in Q1 2024, an estimated $8.82K.
  • Mark Sheptoff Financial Planning first reported a position in El Pollo Loco in Q4 2023 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's El Pollo Loco position peaked at $8.82K in Q4 2023.
  • 113 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2024, filed 10 May 2024.