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Piershale Financial Group’s Portillo's PTLO Stock Holding History

Piershale Financial Group’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 		$15.8K Hold
700
– – 0.01% 89
2023
Q1 		$15K Hold
700
– – 0.01% 86
2022
Q4 		$11.4K Buy
+700
New +$14K 0.01% 104

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Piershale Financial Group's PTLO Position: Q2 2023 in Review

Piershale Financial Group held its Portillo's (PTLO) position steady in Q2 2023 at 700 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #89.

Piershale Financial Group first reported a position in PTLO in Q4 2022 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold PTLO as of Q2 2023.

  • Piershale Financial Group held 700 shares of Portillo's worth $15.8K as of Q2 2023.
  • Piershale Financial Group left its Portillo's share count unchanged in Q2 2023.
  • Portillo's made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #89 holding.
  • Piershale Financial Group first reported a position in Portillo's in Q4 2022 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Portillo's as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.