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Surevest’s El Pollo Loco LOCO Stock Holding History

Surevest’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
Q3 		$1K Hold
117
– – ﹤0.01% 465
2022
Q2 		$1K Hold
117
– – ﹤0.01% 504
2022
Q1 		$1K Hold
117
– – ﹤0.01% 478
2021
Q4 		$2K Buy
+117
New +$1.71K ﹤0.01% 412

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Surevest's LOCO Position: Q3 2022 in Review

Surevest held its El Pollo Loco (LOCO) position steady in Q3 2022 at 117 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Surevest first reported a position in LOCO in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q4 2021. 113 funds tracked by Wall St. Rank hold LOCO as of Q3 2022.

  • Surevest held 117 shares of El Pollo Loco worth $1K as of Q3 2022.
  • Surevest left its El Pollo Loco share count unchanged in Q3 2022.
  • El Pollo Loco made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #465 holding.
  • Surevest first reported a position in El Pollo Loco in Q4 2021 and has held it in 4 quarters since.
  • Surevest's El Pollo Loco position peaked at $2K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held El Pollo Loco as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.