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Beese Fulmer Investment Management’s Wendy's WEN Stock Holding History

Beese Fulmer Investment Management’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,000
Closed -$22K – 545
2020
Q2 		$22K Buy
+1,000
New +$19.9K ﹤0.01% 398

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beese Fulmer Investment Management's WEN Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Wendy's (WEN) in Q3 2020, closing a stake of 1,000 shares — an estimated $22K sold.

Beese Fulmer Investment Management first reported a position in WEN in Q2 2020 and held it in 1 quarter. The position peaked at $22K in Q2 2020. 315 funds tracked by Wall St. Rank hold WEN as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Wendy's position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,000 Wendy's shares in Q3 2020, an estimated $22K.
  • Beese Fulmer Investment Management first reported a position in Wendy's in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Wendy's position peaked at $22K in Q2 2020.
  • 315 funds tracked by Wall St. Rank held Wendy's as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.