Walled Lake Planning & Wealth Management, LLC El Pollo Loco Holdings, Inc. Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$12.19 - $17.0 $10,056 - $14,025	-825 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$6.76 - $15.31 $15,987 - $36,208	-2,365 Reduced 74.14%	825 $7,000
Q4 2019 May 15, 2020	BUY	$10.9 - $16.43 $34,771 - $52,411	3,190 New	3,190 $48,000

Others Institutions Holding LOCO

# of Institutions

124

Shares Held

23.2M

Call Options Held

34.4K

Put Options Held

1.9K

Biglari Capital Corp. San Antonio, TX

4M
Shares

$50.5 Million
10.37% of portfolio
Black Rock Inc. New York, NY

2.38M
Shares

$30 Million
0.0% of portfolio
Dimensional Fund Advisors LP Austin, TX

2.22M
Shares

$28.1 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

1.38M
Shares

$17.4 Million
0.0% of portfolio
William Blair Investment Management, LLC Chicago, IL

1.37M
Shares

$17.3 Million
0.05% of portfolio

View Full List

About El Pollo Loco Holdings, Inc.

Ticker LOCO
Exchange NASDAQ
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 37,002,500
Market Cap $467M
Description
El Pollo Loco Holdings, Inc., through its subsidiary, El Pollo Loco, Inc., develops, franchises, licenses, and operates quick-service restaurants under the El Pollo Loco name. As of May 04, 2022, the company operated 480 restaurants comprising 189 company-operated and 291 franchised restaurants located in California, Nevada, Arizona, Texas, Utah...

More about LOCO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account