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J. Goldman & Co’s Wendy's WEN Stock Holding History

J. Goldman & Co’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
Q2 		– Sell
-195,183
Closed -$3.42M – 471
2018
Q1 		$3.42M Buy
+195,183
New +$3.24M 0.15% 165
2015
Q3 		– Sell
-33,368
Closed -$376K – 309
2015
Q2 		$376K Buy
+33,368
New +$368K 0.02% 212
2013
Q3 		– Sell
-475,000
Closed -$2.77M – 328
2013
Q2 		$2.77M Buy
+475,000
New +$2.75M 0.28% 117

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

J. Goldman & Co's WEN Position: Q2 2018 in Review

J. Goldman & Co sold out of Wendy's (WEN) in Q2 2018, closing a stake of 195,183 shares — an estimated $3.42M sold.

J. Goldman & Co first reported a position in WEN in Q2 2013 and held it in 3 quarters. The position peaked at $3.42M in Q1 2018. 311 funds tracked by Wall St. Rank hold WEN as of Q2 2018.

  • J. Goldman & Co reported no remaining Wendy's position as of Q2 2018 after selling out during the quarter.
  • J. Goldman & Co sold 195,183 Wendy's shares in Q2 2018, an estimated $3.42M.
  • J. Goldman & Co first reported a position in Wendy's in Q2 2013 and held it in 3 quarters.
  • J. Goldman & Co's Wendy's position peaked at $3.42M in Q1 2018.
  • 311 funds tracked by Wall St. Rank held Wendy's as of Q2 2018.

Based on J. Goldman & Co's 13F filing for Q2 2018, filed 14 Aug 2018.