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Carmichael Hill & Associates’s Wendy's WEN Stock Holding History

Carmichael Hill & Associates’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
2024
Q1 		– Sell
-100
Closed -$1.95K – 822
2023
Q4 		$1.95K Buy
+100
New +$1.93K ﹤0.01% 711

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carmichael Hill & Associates's WEN Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of Wendy's (WEN) in Q1 2024, closing a stake of 100 shares — an estimated $1.95K sold.

Carmichael Hill & Associates first reported a position in WEN in Q4 2023 and held it in 1 quarter. The position peaked at $1.95K in Q4 2023. 361 funds tracked by Wall St. Rank hold WEN as of Q1 2024.

  • Carmichael Hill & Associates reported no remaining Wendy's position as of Q1 2024 after selling out during the quarter.
  • Carmichael Hill & Associates sold 100 Wendy's shares in Q1 2024, an estimated $1.95K.
  • Carmichael Hill & Associates first reported a position in Wendy's in Q4 2023 and held it in 1 quarter.
  • Carmichael Hill & Associates's Wendy's position peaked at $1.95K in Q4 2023.
  • 361 funds tracked by Wall St. Rank held Wendy's as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.