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Ritholtz Wealth Management’s El Pollo Loco LOCO Stock Holding History

Ritholtz Wealth Management’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
Q2 		– Sell
-10,969
Closed -$105K – 695
2023
Q1 		$105K Buy
+10,969
New +$125K 0.01% 625

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

Ritholtz Wealth Management's LOCO Position: Q2 2023 in Review

Ritholtz Wealth Management sold out of El Pollo Loco (LOCO) in Q2 2023, closing a stake of 10,969 shares — an estimated $105K sold.

Ritholtz Wealth Management first reported a position in LOCO in Q1 2023 and held it in 1 quarter. The position peaked at $105K in Q1 2023. 136 funds tracked by Wall St. Rank hold LOCO as of Q2 2023.

  • Ritholtz Wealth Management reported no remaining El Pollo Loco position as of Q2 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,969 El Pollo Loco shares in Q2 2023, an estimated $105K.
  • Ritholtz Wealth Management first reported a position in El Pollo Loco in Q1 2023 and held it in 1 quarter.
  • Ritholtz Wealth Management's El Pollo Loco position peaked at $105K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2023.

Based on Ritholtz Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.