Mutual Advisors’s El Pollo Loco LOCO Stock Holding History

Mutual 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
2023 Q3	–	Sell	-11,471	Closed	-$101K	–	1022
2023 Q2	$101K	Buy	+11,471	New	+$107K	﹤0.01%	972

Other funds holding LOCO

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Mutual Advisors's LOCO Position: Q3 2023 in Review

Mutual Advisors sold out of El Pollo Loco (LOCO) in Q3 2023, closing a stake of 11,471 shares — an estimated $101K sold.

Mutual Advisors first reported a position in LOCO in Q2 2023 and held it in 1 quarter. The position peaked at $101K in Q2 2023. 114 funds tracked by Wall St. Rank hold LOCO as of Q3 2023.

Mutual Advisors reported no remaining El Pollo Loco position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 11,471 El Pollo Loco shares in Q3 2023, an estimated $101K.
Mutual Advisors first reported a position in El Pollo Loco in Q2 2023 and held it in 1 quarter.
Mutual Advisors's El Pollo Loco position peaked at $101K in Q2 2023.
114 funds tracked by Wall St. Rank held El Pollo Loco as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.