Tyler-Stone Wealth Management’s El Pollo Loco LOCO Stock Holding History

Tyler-Stone 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
2024 Q1	–	Sell	-500	Closed	-$4.41K	–	987
2023 Q4	$4.41K	Sell	500 -425	-46%	-$3.66K	﹤0.01%	745
2023 Q3	$8K	Hold	925	–	–	﹤0.01%	651
2023 Q2	$8K	Buy	+925	New	+$8.66K	﹤0.01%	648
2022 Q4	$9K	Hold	925	–	–	0.01%	577
2022 Q3	$8K	Hold	925	–	–	0.01%	584
2022 Q2	$9K	Hold	925	–	–	0.01%	585
2022 Q1	$11K	Hold	925	–	–	0.01%	561
2021 Q4	$13K	Buy	+925	New	+$13.5K	0.01%	564

Other funds holding LOCO

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

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

F1I

Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Tyler-Stone Wealth Management's LOCO Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of El Pollo Loco (LOCO) in Q1 2024, closing a stake of 500 shares — an estimated $4.41K sold.

Tyler-Stone Wealth Management first reported a position in LOCO in Q4 2021 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 113 funds tracked by Wall St. Rank hold LOCO as of Q1 2024.

Tyler-Stone Wealth Management reported no remaining El Pollo Loco position as of Q1 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 500 El Pollo Loco shares in Q1 2024, an estimated $4.41K.
Tyler-Stone Wealth Management first reported a position in El Pollo Loco in Q4 2021 and held it in 8 quarters.
Tyler-Stone Wealth Management's El Pollo Loco position peaked at $13K in Q4 2021.
113 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.