Harel Insurance Investments & Financial Services’s Wendy's WEN Stock Holding History

Harel Insurance Investments & Financial Services’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
2023 Q4	–	Sell	-1,432	Closed	-$29K	–	692
2023 Q3	$29K	Sell	1,432 -358	-20%	-$7.48K	﹤0.01%	518
2023 Q2	$39K	Sell	1,790 -7,264	-80%	-$162K	﹤0.01%	512
2023 Q1	$192K	Buy	9,054 +7,264	+406%	+$160K	﹤0.01%	338
2022 Q4	$41K	Buy	+1,790	New	+$38.2K	﹤0.01%	503
2021 Q3	–	Sell	-10,000	Closed	-$764K	–	812
2021 Q2	$764K	Buy	10,000 +155	+2%	+$3.56K	0.02%	377
2021 Q1	$666K	Buy	+9,845	New	+$204K	0.01%	456
2020 Q2	–	Sell	-1,262	Closed	-$19K	–	593
2020 Q1	$19K	Sell	1,262 -1,823	-59%	-$35.9K	﹤0.01%	357
2019 Q4	$69K	Buy	3,085 +2,581	+512%	+$54.7K	﹤0.01%	333
2019 Q3	$10K	Buy	+504	New	+$10K	﹤0.01%	448

Other funds holding WEN

TFM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's WEN Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Wendy's (WEN) in Q4 2023, closing a stake of 1,432 shares — an estimated $29K sold.

Harel Insurance Investments & Financial Services first reported a position in WEN in Q3 2019 and held it in 9 quarters. The position peaked at $764K in Q2 2021. 386 funds tracked by Wall St. Rank hold WEN as of Q4 2023.

Harel Insurance Investments & Financial Services reported no remaining Wendy's position as of Q4 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,432 Wendy's shares in Q4 2023, an estimated $29K.
Harel Insurance Investments & Financial Services first reported a position in Wendy's in Q3 2019 and held it in 9 quarters.
Harel Insurance Investments & Financial Services's Wendy's position peaked at $764K in Q2 2021.
386 funds tracked by Wall St. Rank held Wendy's as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.