PFS Investments’s Portillo's PTLO Stock Holding History

PFS Investments’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 Q2	$224K	Buy	+9,935	New	+$207K	﹤0.01%	481

Other funds holding PTLO

Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

PFS Investments's PTLO Position: Q2 2023 in Review

PFS Investments opened a new position in Portillo's (PTLO) in Q2 2023: 9,935 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings.

186 funds tracked by Wall St. Rank hold PTLO as of Q2 2023.

PFS Investments held 9,935 shares of Portillo's worth $224K as of Q2 2023.
Portillo's was a new PFS Investments position in Q2 2023.
Portillo's made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #481 holding.
186 funds tracked by Wall St. Rank held Portillo's as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.