Walled Lake Planning & Wealth Management’s El Pollo Loco LOCO Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-825	Closed	-$14K	–	224
2021 Q3	$14K	Hold	825	–	–	0.01%	244
2021 Q2	$15K	Hold	825	–	–	0.01%	226
2021 Q1	$13K	Hold	825	–	–	0.01%	226
2020 Q4	$15K	Hold	825	–	–	0.01%	197
2020 Q3	$13K	Hold	825	–	–	0.01%	202
2020 Q2	$12K	Hold	825	–	–	0.01%	185
2020 Q1	$7K	Sell	825 -2,365	-74%	-$30.1K	0.01%	207
2019 Q4	$48K	Buy	+3,190	New	+$44.6K	0.03%	116

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

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

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

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

MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's LOCO Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of El Pollo Loco (LOCO) in Q4 2021, closing a stake of 825 shares — an estimated $14K sold.

Walled Lake Planning & Wealth Management first reported a position in LOCO in Q4 2019 and held it in 8 quarters. The position peaked at $48K in Q4 2019. 124 funds tracked by Wall St. Rank hold LOCO as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining El Pollo Loco position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 825 El Pollo Loco shares in Q4 2021, an estimated $14K.
Walled Lake Planning & Wealth Management first reported a position in El Pollo Loco in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's El Pollo Loco position peaked at $48K in Q4 2019.
124 funds tracked by Wall St. Rank held El Pollo Loco as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.