EFSCE
WEN icon

Enterprise Financial Services Corp (EFSC)’s Wendy's WEN Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-78
Closed -$2K – 1211
2021
Q2 		$2K Hold
78
– – ﹤0.01% 1171
2021
Q1 		$2K Hold
78
– – ﹤0.01% 1192
2020
Q4 		$2K Hold
78
– – ﹤0.01% 1138
2020
Q3 		$2K Hold
78
– – ﹤0.01% 1116
2020
Q2 		$2K Hold
78
– – ﹤0.01% 1117
2020
Q1 		$1K Buy
+78
New +$1.53K ﹤0.01% 1237

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s WEN Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Wendy's (WEN) in Q3 2021, closing a stake of 78 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in WEN in Q1 2020 and held it in 6 quarters. The position peaked at $2K in Q2 2021. 350 funds tracked by Wall St. Rank hold WEN as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Wendy's position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 78 Wendy's shares in Q3 2021, an estimated $2K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Wendy's in Q1 2020 and held it in 6 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Wendy's position peaked at $2K in Q2 2021.
  • 350 funds tracked by Wall St. Rank held Wendy's as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.