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Sonora Investment Management Group’s Portillo's PTLO Stock Holding History

Sonora Investment Management 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
2025
Q1 		– Sell
-10,400
Closed -$97.8K – 311
2024
Q4 		$97.8K Buy
+10,400
New +$119K 0.01% 287

Other funds holding PTLO

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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BP
Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Sonora Investment Management Group's PTLO Position: Q1 2025 in Review

Sonora Investment Management Group sold out of Portillo's (PTLO) in Q1 2025, closing a stake of 10,400 shares — an estimated $97.8K sold.

Sonora Investment Management Group first reported a position in PTLO in Q4 2024 and held it in 1 quarter. The position peaked at $97.8K in Q4 2024. 196 funds tracked by Wall St. Rank hold PTLO as of Q1 2025.

  • Sonora Investment Management Group reported no remaining Portillo's position as of Q1 2025 after selling out during the quarter.
  • Sonora Investment Management Group sold 10,400 Portillo's shares in Q1 2025, an estimated $97.8K.
  • Sonora Investment Management Group first reported a position in Portillo's in Q4 2024 and held it in 1 quarter.
  • Sonora Investment Management Group's Portillo's position peaked at $97.8K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Portillo's as of Q1 2025.

Based on Sonora Investment Management Group's 13F filing for Q1 2025, filed 15 Apr 2025.