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Johnson Financial Group Inc (Wisconsin)’s Wendy's WEN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q4 		– Sell
-1,655
Closed -$29K – 997
2024
Q3 		$29K Hold
1,655
– – ﹤0.01% 572
2024
Q2 		$28.1K Hold
1,655
– – ﹤0.01% 490
2024
Q1 		$31.2K Sell
1,655
-2,755
-62% -$51.8K ﹤0.01% 472
2023
Q4 		$85.9K Buy
+4,410
New +$84.9K ﹤0.01% 394

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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s WEN Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Wendy's (WEN) in Q4 2024, closing a stake of 1,655 shares — an estimated $29K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in WEN in Q4 2023 and held it in 4 quarters. The position peaked at $85.9K in Q4 2023. 423 funds tracked by Wall St. Rank hold WEN as of Q4 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Wendy's position as of Q4 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,655 Wendy's shares in Q4 2024, an estimated $29K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Wendy's in Q4 2023 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Wendy's position peaked at $85.9K in Q4 2023.
  • 423 funds tracked by Wall St. Rank held Wendy's as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.