ClearBridge Investments’s Wendy's WEN Stock Holding History

ClearBridge 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
2019 Q4	–	Sell	-358	Closed	-$7K	–	1147
2019 Q3	$7K	Buy	358 +357	+35,700%	+$7.12K	﹤0.01%	1015
2019 Q2	$1K	Buy	+1	New	+$19	﹤0.01%	1087

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

ClearBridge Investments's WEN Position: Q4 2019 in Review

ClearBridge Investments sold out of Wendy's (WEN) in Q4 2019, closing a stake of 358 shares — an estimated $7K sold.

ClearBridge Investments first reported a position in WEN in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q3 2019. 353 funds tracked by Wall St. Rank hold WEN as of Q4 2019.

ClearBridge Investments reported no remaining Wendy's position as of Q4 2019 after selling out during the quarter.
ClearBridge Investments sold 358 Wendy's shares in Q4 2019, an estimated $7K.
ClearBridge Investments first reported a position in Wendy's in Q2 2019 and held it in 2 quarters.
ClearBridge Investments's Wendy's position peaked at $7K in Q3 2019.
353 funds tracked by Wall St. Rank held Wendy's as of Q4 2019.

Based on ClearBridge Investments's 13F filing for Q4 2019, filed 14 Feb 2020.