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Handelsinvest Investeringsforvaltning’s Wendy's WEN Stock Holding History

Handelsinvest Investeringsforvaltning’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
Q1 		$165K Sell
8,780
-4,558
-34% -$85.7K 0.08% 294
2023
Q4 		$260K Buy
+13,338
New +$257K 0.11% 289

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's WEN Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Wendy's (WEN) stake by 34% in Q1 2024, selling an estimated $85.7K and leaving 8,780 shares worth $165K. The position accounts for 0.08% of the portfolio, ranked #294.

Handelsinvest Investeringsforvaltning first reported a position in WEN in Q4 2023 and has held it in 2 quarters since. The position peaked at $260K in Q4 2023. 361 funds tracked by Wall St. Rank hold WEN as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 8,780 shares of Wendy's worth $165K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 4,558 Wendy's shares in Q1 2024, an estimated $85.7K.
  • Wendy's made up 0.08% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #294 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Wendy's in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Wendy's position peaked at $260K in Q4 2023.
  • 361 funds tracked by Wall St. Rank held Wendy's as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.