Y.D. More Investments’s Portillo's PTLO Stock Holding History

Y.D. More Investments’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
2024 Q3	–	Sell	-5,500	Closed	-$53.5K	–	464
2024 Q2	$53.5K	Sell	5,500 -11,000	-67%	-$122K	0.01%	291
2024 Q1	$234K	Buy	16,500 +10,250	+164%	+$142K	0.04%	162
2023 Q4	$99.6K	Buy	6,250 +1,500	+32%	+$23.2K	0.02%	201
2023 Q3	$73.1K	Buy	+4,750	New	+$92.8K	0.01%	215

Other funds holding PTLO

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Y.D. More Investments's PTLO Position: Q3 2024 in Review

Y.D. More Investments sold out of Portillo's (PTLO) in Q3 2024, closing a stake of 5,500 shares — an estimated $53.5K sold.

Y.D. More Investments first reported a position in PTLO in Q3 2023 and held it in 4 quarters. The position peaked at $234K in Q1 2024. 178 funds tracked by Wall St. Rank hold PTLO as of Q3 2024.

Y.D. More Investments reported no remaining Portillo's position as of Q3 2024 after selling out during the quarter.
Y.D. More Investments sold 5,500 Portillo's shares in Q3 2024, an estimated $53.5K.
Y.D. More Investments first reported a position in Portillo's in Q3 2023 and held it in 4 quarters.
Y.D. More Investments's Portillo's position peaked at $234K in Q1 2024.
178 funds tracked by Wall St. Rank held Portillo's as of Q3 2024.

Based on Y.D. More Investments's 13F filing for Q3 2024, filed 5 Nov 2024.