Sutton Wealth Advisors’s El Pollo Loco LOCO Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-1,273	Closed	-$12.7K	–	1225
2022 Q4	$12.7K	Hold	1,273	–	–	﹤0.01%	855
2022 Q3	$11.4K	Buy	1,273 +507	+66%	+$4.77K	﹤0.01%	853
2022 Q2	$7.54K	Buy	766 +300	+64%	+$3.16K	﹤0.01%	984
2022 Q1	$5.42K	Hold	466	–	–	﹤0.01%	1072
2021 Q4	$6.61K	Hold	466	–	–	﹤0.01%	1034
2021 Q3	$7.88K	Hold	466	–	–	﹤0.01%	986
2021 Q2	$8.52K	Hold	466	–	–	﹤0.01%	955
2021 Q1	$7.51K	Hold	466	–	–	﹤0.01%	944
2020 Q4	$8.44K	Hold	466	–	–	﹤0.01%	863
2020 Q3	$7.55K	Hold	466	–	–	﹤0.01%	811
2020 Q2	$6.88K	Hold	466	–	–	﹤0.01%	797
2020 Q1	$3.94K	Buy	+466	New	+$5.93K	﹤0.01%	897
2016 Q4	–	Sell	-652	Closed	-$8.21K	–	1068
2016 Q3	$8.21K	Buy	+652	New	+$8.75K	0.01%	710

Other funds holding LOCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return

Sutton Wealth Advisors's LOCO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of El Pollo Loco (LOCO) in Q1 2023, closing a stake of 1,273 shares — an estimated $12.7K sold.

Sutton Wealth Advisors first reported a position in LOCO in Q3 2016 and held it in 13 quarters. The position peaked at $12.7K in Q4 2022. 126 funds tracked by Wall St. Rank hold LOCO as of Q1 2023.

Sutton Wealth Advisors reported no remaining El Pollo Loco position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,273 El Pollo Loco shares in Q1 2023, an estimated $12.7K.
Sutton Wealth Advisors first reported a position in El Pollo Loco in Q3 2016 and held it in 13 quarters.
Sutton Wealth Advisors's El Pollo Loco position peaked at $12.7K in Q4 2022.
126 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.