Girard Partners’s Wendy's WEN Stock Holding History

Girard 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
2018 Q4	–	Sell	-3,010	Closed	-$51K	–	821
2018 Q3	$51K	Buy	+3,010	New	+$52.6K	0.01%	445

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Girard Partners's WEN Position: Q4 2018 in Review

Girard Partners sold out of Wendy's (WEN) in Q4 2018, closing a stake of 3,010 shares — an estimated $51K sold.

Girard Partners first reported a position in WEN in Q3 2018 and held it in 1 quarter. The position peaked at $51K in Q3 2018. 314 funds tracked by Wall St. Rank hold WEN as of Q4 2018.

Girard Partners reported no remaining Wendy's position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 3,010 Wendy's shares in Q4 2018, an estimated $51K.
Girard Partners first reported a position in Wendy's in Q3 2018 and held it in 1 quarter.
Girard Partners's Wendy's position peaked at $51K in Q3 2018.
314 funds tracked by Wall St. Rank held Wendy's as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.