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Milestone Investment Advisors’s Portillo's PTLO Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-37
Closed -$570 – 365
2023
Q3 		$570 Buy
+37
New +$723 ﹤0.01% 432
2023
Q2 		– Sell
-37
Closed -$791 – 362
2023
Q1 		$791 Buy
+37
New +$777 ﹤0.01% 430

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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Milestone Investment Advisors's PTLO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Portillo's (PTLO) in Q4 2023, closing a stake of 37 shares — an estimated $570 sold.

Milestone Investment Advisors first reported a position in PTLO in Q1 2023 and held it in 2 quarters. The position peaked at $791 in Q1 2023. 182 funds tracked by Wall St. Rank hold PTLO as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Portillo's position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 37 Portillo's shares in Q4 2023, an estimated $570.
  • Milestone Investment Advisors first reported a position in Portillo's in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Portillo's position peaked at $791 in Q1 2023.
  • 182 funds tracked by Wall St. Rank held Portillo's as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.