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Convergence Investment Partners’s Wendy's WEN Stock Holding History

Convergence Investment Partners’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
2023
Q4 		– Sell
-36,701
Closed -$749K – 209
2023
Q3 		$749K Sell
36,701
-1,309
-3% -$27.3K 0.44% 78
2023
Q2 		$827K Buy
+38,010
New +$847K 0.47% 73
2022
Q4 		– Sell
-5,522
Closed -$103K – 250
2022
Q3 		$103K Buy
+5,522
New +$111K 0.07% 195
2020
Q2 		– Sell
-28,266
Closed -$421K – 255
2020
Q1 		$421K Buy
+28,266
New +$556K 0.18% 169
2014
Q3 		– Sell
-123,507
Closed -$1.05M – 434
2014
Q2 		$1.05M Buy
123,507
+52,315
+73% +$441K 0.14% 225
2014
Q1 		$649K Sell
71,192
-82,998
-54% -$760K 0.1% 266
2013
Q4 		$1.34M Hold
154,190
– – 0.22% 144
2013
Q3 		$1.31M Buy
+154,190
New +$1.16M 0.28% 121

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