Eastern Bank’s Wendy's WEN Stock Holding History

Eastern Bank’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
2025 Q1	–	Sell	-423	Closed	-$6.89K	–	1046
2024 Q4	$6.89K	Hold	423	–	–	﹤0.01%	814
2024 Q3	$7.41K	Buy	+423	New	+$7.2K	﹤0.01%	791

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Eastern Bank's WEN Position: Q1 2025 in Review

Eastern Bank sold out of Wendy's (WEN) in Q1 2025, closing a stake of 423 shares — an estimated $6.89K sold.

Eastern Bank first reported a position in WEN in Q3 2024 and held it in 2 quarters. The position peaked at $7.41K in Q3 2024. 423 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

Eastern Bank reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
Eastern Bank sold 423 Wendy's shares in Q1 2025, an estimated $6.89K.
Eastern Bank first reported a position in Wendy's in Q3 2024 and held it in 2 quarters.
Eastern Bank's Wendy's position peaked at $7.41K in Q3 2024.
423 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on Eastern Bank's 13F filing for Q1 2025, filed 8 May 2025.