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
2020 Q2	–	Sell	-165,000	Closed	-$2.46M	–	347
2020 Q1	$2.46M	Buy	+165,000	New	+$3.25M	0.3%	86

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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.