PAI
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Pittenger & Anderson Inc’s Portillo's PTLO Stock Holding History

Pittenger & Anderson Inc’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
Q1 		– Sell
-125
Closed -$2.04K – 453
2022
Q4 		$2.04K Hold
125
– – ﹤0.01% 406
2022
Q3 		$2K Hold
125
– – ﹤0.01% 424
2022
Q2 		$2K Hold
125
– – ﹤0.01% 413
2022
Q1 		$3K Hold
125
– – ﹤0.01% 410
2021
Q4 		$5K Buy
+125
New +$5.01K ﹤0.01% 401

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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pittenger & Anderson Inc's PTLO Position: Q1 2023 in Review

Pittenger & Anderson Inc sold out of Portillo's (PTLO) in Q1 2023, closing a stake of 125 shares — an estimated $2.04K sold.

Pittenger & Anderson Inc first reported a position in PTLO in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 183 funds tracked by Wall St. Rank hold PTLO as of Q1 2023.

  • Pittenger & Anderson Inc reported no remaining Portillo's position as of Q1 2023 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 125 Portillo's shares in Q1 2023, an estimated $2.04K.
  • Pittenger & Anderson Inc first reported a position in Portillo's in Q4 2021 and held it in 5 quarters.
  • Pittenger & Anderson Inc's Portillo's position peaked at $5K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Portillo's as of Q1 2023.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2023, filed 10 May 2023.