Clare Market Investments’s Wendy's WEN Stock Holding History

Clare Market Investments’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
2022 Q1	–	Sell	-16,085	Closed	-$384K	–	193
2021 Q4	$384K	Buy	+16,085	New	+$358K	0.11%	95

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Clare Market Investments's WEN Position: Q1 2022 in Review

Clare Market Investments sold out of Wendy's (WEN) in Q1 2022, closing a stake of 16,085 shares — an estimated $384K sold.

Clare Market Investments first reported a position in WEN in Q4 2021 and held it in 1 quarter. The position peaked at $384K in Q4 2021. 357 funds tracked by Wall St. Rank hold WEN as of Q1 2022.

Clare Market Investments reported no remaining Wendy's position as of Q1 2022 after selling out during the quarter.
Clare Market Investments sold 16,085 Wendy's shares in Q1 2022, an estimated $384K.
Clare Market Investments first reported a position in Wendy's in Q4 2021 and held it in 1 quarter.
Clare Market Investments's Wendy's position peaked at $384K in Q4 2021.
357 funds tracked by Wall St. Rank held Wendy's as of Q1 2022.

Based on Clare Market Investments's 13F filing for Q1 2022, filed 20 Feb 2025.