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Csenge Advisory Group’s Wendy's WEN Stock Holding History

Csenge Advisory Group’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
Q4 		– Sell
-10,030
Closed -$187K – 768
2024
Q3 		$187K Sell
10,030
-781
-7% -$13.3K 0.01% 683
2024
Q2 		$183K Sell
10,811
-873
-7% -$15.9K 0.01% 632
2024
Q1 		$220K Buy
11,684
+470
+4% +$8.83K 0.01% 648
2023
Q4 		$218K Buy
+11,214
New +$216K 0.01% 606
2018
Q4 		– Sell
-38
Closed – – 1487
2018
Q3 		$0 Buy
+38
New +$664 ﹤0.01% 1661

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Csenge Advisory Group's WEN Position: Q4 2024 in Review

Csenge Advisory Group sold out of Wendy's (WEN) in Q4 2024, closing a stake of 10,030 shares — an estimated $187K sold.

Csenge Advisory Group first reported a position in WEN in Q3 2018 and held it in 5 quarters. The position peaked at $220K in Q1 2024. 424 funds tracked by Wall St. Rank hold WEN as of Q4 2024.

  • Csenge Advisory Group reported no remaining Wendy's position as of Q4 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 10,030 Wendy's shares in Q4 2024, an estimated $187K.
  • Csenge Advisory Group first reported a position in Wendy's in Q3 2018 and held it in 5 quarters.
  • Csenge Advisory Group's Wendy's position peaked at $220K in Q1 2024.
  • 424 funds tracked by Wall St. Rank held Wendy's as of Q4 2024.

Based on Csenge Advisory Group's 13F filing for Q4 2024, filed 30 Jan 2025.