SIS
LOCO icon

Sound Income Strategies’s El Pollo Loco LOCO Stock Holding History

Sound Income Strategies’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
2024
Q3 		– Sell
-145
Closed -$1.64K – 1462
2024
Q2 		$1.64K Hold
145
– – ﹤0.01% 1127
2024
Q1 		$1.41K Hold
145
– – ﹤0.01% 1127
2023
Q4 		$1.28K Buy
+145
New +$1.25K ﹤0.01% 1135

Other funds holding LOCO

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
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
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sound Income Strategies's LOCO Position: Q3 2024 in Review

Sound Income Strategies sold out of El Pollo Loco (LOCO) in Q3 2024, closing a stake of 145 shares — an estimated $1.64K sold.

Sound Income Strategies first reported a position in LOCO in Q4 2023 and held it in 3 quarters. The position peaked at $1.64K in Q2 2024. 123 funds tracked by Wall St. Rank hold LOCO as of Q3 2024.

  • Sound Income Strategies reported no remaining El Pollo Loco position as of Q3 2024 after selling out during the quarter.
  • Sound Income Strategies sold 145 El Pollo Loco shares in Q3 2024, an estimated $1.64K.
  • Sound Income Strategies first reported a position in El Pollo Loco in Q4 2023 and held it in 3 quarters.
  • Sound Income Strategies's El Pollo Loco position peaked at $1.64K in Q2 2024.
  • 123 funds tracked by Wall St. Rank held El Pollo Loco as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.