Donoghue Forlines’s Wendy's WEN Stock Holding History

Donoghue Forlines’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	-73,213	Closed	-$1.28M	–	277
2024 Q3	$1.28M	Buy	+73,213	New	+$1.25M	0.37%	87
2023 Q3	–	Sell	-54,892	Closed	-$1.19M	–	291
2023 Q2	$1.19M	Buy	+54,892	New	+$1.22M	0.37%	67

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Donoghue Forlines's WEN Position: Q4 2024 in Review

Donoghue Forlines sold out of Wendy's (WEN) in Q4 2024, closing a stake of 73,213 shares — an estimated $1.28M sold.

Donoghue Forlines first reported a position in WEN in Q2 2023 and held it in 2 quarters. The position peaked at $1.28M in Q3 2024. 424 funds tracked by Wall St. Rank hold WEN as of Q4 2024.

Donoghue Forlines reported no remaining Wendy's position as of Q4 2024 after selling out during the quarter.
Donoghue Forlines sold 73,213 Wendy's shares in Q4 2024, an estimated $1.28M.
Donoghue Forlines first reported a position in Wendy's in Q2 2023 and held it in 2 quarters.
Donoghue Forlines's Wendy's position peaked at $1.28M in Q3 2024.
424 funds tracked by Wall St. Rank held Wendy's as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.