UMB Bank’s Portillo's PTLO Stock Holding History

UMB Bank’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
2022 Q2	–	Sell	-100	Closed	-$2K	–	2007
2022 Q1	$2K	Buy	+100	New	+$2.65K	﹤0.01%	1842

Other funds holding PTLO

Berkshire Partners Boston, Massachusetts $5.53M AUM 55.51% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

UMB Bank's PTLO Position: Q2 2022 in Review

UMB Bank sold out of Portillo's (PTLO) in Q2 2022, closing a stake of 100 shares — an estimated $2K sold.

UMB Bank first reported a position in PTLO in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 127 funds tracked by Wall St. Rank hold PTLO as of Q2 2022.

UMB Bank reported no remaining Portillo's position as of Q2 2022 after selling out during the quarter.
UMB Bank sold 100 Portillo's shares in Q2 2022, an estimated $2K.
UMB Bank first reported a position in Portillo's in Q1 2022 and held it in 1 quarter.
UMB Bank's Portillo's position peaked at $2K in Q1 2022.
127 funds tracked by Wall St. Rank held Portillo's as of Q2 2022.

Based on UMB Bank's 13F filing for Q2 2022, filed 20 Jul 2022.