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Prospera Financial Services’s El Pollo Loco LOCO Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-216
Closed -$3K – 2181
2022
Q1 		$3K Buy
+216
New +$2.78K ﹤0.01% 2393
2020
Q4 		– Sell
-216
Closed -$3K – 1176
2020
Q3 		$3K Buy
+216
New +$3.56K ﹤0.01% 1393

Other funds holding LOCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's LOCO Position: Q2 2022 in Review

Prospera Financial Services sold out of El Pollo Loco (LOCO) in Q2 2022, closing a stake of 216 shares — an estimated $3K sold.

Prospera Financial Services first reported a position in LOCO in Q3 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 113 funds tracked by Wall St. Rank hold LOCO as of Q2 2022.

  • Prospera Financial Services reported no remaining El Pollo Loco position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 216 El Pollo Loco shares in Q2 2022, an estimated $3K.
  • Prospera Financial Services first reported a position in El Pollo Loco in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's El Pollo Loco position peaked at $3K in Q1 2022.
  • 113 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.