Gries Financial’s Wendy's WEN Stock Holding History

Gries Financial’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 Q3	–	Sell	-15,759	Closed	-$267K	–	287
2024 Q2	$267K	Buy	+15,759	New	+$286K	0.06%	203
2024 Q1	–	Sell	-11,320	Closed	-$221K	–	284
2023 Q4	$221K	Buy	+11,320	New	+$218K	0.05%	198

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Gries Financial's WEN Position: Q3 2024 in Review

Gries Financial sold out of Wendy's (WEN) in Q3 2024, closing a stake of 15,759 shares — an estimated $267K sold.

Gries Financial first reported a position in WEN in Q4 2023 and held it in 2 quarters. The position peaked at $267K in Q2 2024. 393 funds tracked by Wall St. Rank hold WEN as of Q3 2024.

Gries Financial reported no remaining Wendy's position as of Q3 2024 after selling out during the quarter.
Gries Financial sold 15,759 Wendy's shares in Q3 2024, an estimated $267K.
Gries Financial first reported a position in Wendy's in Q4 2023 and held it in 2 quarters.
Gries Financial's Wendy's position peaked at $267K in Q2 2024.
393 funds tracked by Wall St. Rank held Wendy's as of Q3 2024.

Based on Gries Financial's 13F filing for Q3 2024, filed 18 Oct 2024.