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Investment Partners’s Wendy's WEN Stock Holding History

Investment 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
2022
Q4 		– Sell
-14,186
Closed -$265K – 250
2022
Q3 		$265K Buy
+14,186
New +$286K 0.08% 216
2016
Q4 		– Sell
-24,660
Closed -$266K – 177
2016
Q3 		$266K Buy
+24,660
New +$249K 0.15% 149
2016
Q2 		– Sell
-26,025
Closed -$280K – 167
2016
Q1 		$280K Buy
+26,025
New +$258K 0.18% 127

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 $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Investment Partners's WEN Position: Q4 2022 in Review

Investment Partners sold out of Wendy's (WEN) in Q4 2022, closing a stake of 14,186 shares — an estimated $265K sold.

Investment Partners first reported a position in WEN in Q1 2016 and held it in 3 quarters. The position peaked at $280K in Q1 2016. 347 funds tracked by Wall St. Rank hold WEN as of Q4 2022.

  • Investment Partners reported no remaining Wendy's position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 14,186 Wendy's shares in Q4 2022, an estimated $265K.
  • Investment Partners first reported a position in Wendy's in Q1 2016 and held it in 3 quarters.
  • Investment Partners's Wendy's position peaked at $280K in Q1 2016.
  • 347 funds tracked by Wall St. Rank held Wendy's as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.