Zurich Cantonal Bank’s El Pollo Loco LOCO Stock Holding History

Zurich Cantonal Bank’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 Q4	–	Sell	-6,449	Closed	-$57.7K	–	2761
2023 Q3	$57.7K	Hold	6,449	–	–	﹤0.01%	2564
2023 Q2	$56.6K	Hold	6,449	–	–	﹤0.01%	2577
2023 Q1	$61.8K	Hold	6,449	–	–	﹤0.01%	2530
2022 Q4	$64.2K	Buy	6,449 +4,250	+193%	+$44.3K	﹤0.01%	2513
2022 Q3	$20K	Hold	2,199	–	–	﹤0.01%	2801
2022 Q2	$22K	Sell	2,199 -4,878	-69%	-$51.4K	﹤0.01%	2787
2022 Q1	$82K	Hold	7,077	–	–	﹤0.01%	2364
2021 Q4	$100K	Buy	7,077 +5,059	+251%	+$74K	﹤0.01%	2511
2021 Q3	$34K	Hold	2,018	–	–	﹤0.01%	2718
2021 Q2	$37K	Hold	2,018	–	–	﹤0.01%	2513
2021 Q1	$33K	Hold	2,018	–	–	﹤0.01%	2487
2020 Q4	$37K	Hold	2,018	–	–	﹤0.01%	2503
2020 Q3	$33K	Hold	2,018	–	–	﹤0.01%	2372
2020 Q2	$30K	Hold	2,018	–	–	﹤0.01%	2364
2020 Q1	$17K	Hold	2,018	–	–	﹤0.01%	2380
2019 Q4	$31K	Hold	2,018	–	–	﹤0.01%	2365
2019 Q3	$22K	Buy	2,018 +1,736	+616%	+$18.4K	﹤0.01%	2431
2019 Q2	$3K	Hold	282	–	–	﹤0.01%	2605
2019 Q1	$4K	Buy	+282	New	+$4.25K	﹤0.01%	2557

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

Morgan Stanley New York $1.66T AUM 25.57% 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

F1I

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Zurich Cantonal Bank's LOCO Position: Q4 2023 in Review

Zurich Cantonal Bank sold out of El Pollo Loco (LOCO) in Q4 2023, closing a stake of 6,449 shares — an estimated $57.7K sold.

Zurich Cantonal Bank first reported a position in LOCO in Q1 2019 and held it in 19 quarters. The position peaked at $100K in Q4 2021. 116 funds tracked by Wall St. Rank hold LOCO as of Q4 2023.

Zurich Cantonal Bank reported no remaining El Pollo Loco position as of Q4 2023 after selling out during the quarter.
Zurich Cantonal Bank sold 6,449 El Pollo Loco shares in Q4 2023, an estimated $57.7K.
Zurich Cantonal Bank first reported a position in El Pollo Loco in Q1 2019 and held it in 19 quarters.
Zurich Cantonal Bank's El Pollo Loco position peaked at $100K in Q4 2021.
116 funds tracked by Wall St. Rank held El Pollo Loco as of Q4 2023.

Based on Zurich Cantonal Bank's 13F filing for Q4 2023, filed 30 Jan 2024.