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Portillos shares owned by Sage Private Wealth Group

Quarter-by-quarter ownership of Portillos (PTLO) shares owned by Sage Private Wealth Group from 13F filings

Historical chart of Sage Private Wealth Group investment in Portillos

Tip: Access up to 7 years of quarterly data

All positions including Portillos held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portillos by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $13k 643 20.22

More positions owned by Sage Private Wealth Group

First Tr Exchange-traded Smid Risng Etf (SDVY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Eaton Corp SHS (ETN)
Motorola Solutions Com New (MSI)

View all positions for Sage Private Wealth Group

Top funds holding Portillos

Engaged Capital
Orbis Allan Gray
Vanguard Group
BlackRock
Berkshire Partners
Ameriprise Financial
Asset Management Investors
Citadel Advisors
William Blair $ Company
Hodges Capital Management
Marshall Wace
Millennium Management
Franklin Resources
Emerald Advisers
Geode Capital Management

View all funds holding Portillos