KJHP
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K.J. Harrison & Partners’s Wendy's WEN Stock Holding History

K.J. Harrison & 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
2023
Q2 		– Sell
-63,151
Closed -$1.38M – 247
2023
Q1 		$1.38M Buy
63,151
+13,151
+26% +$289K 0.28% 101
2022
Q4 		$1.53M Buy
+50,000
New +$1.07M 0.3% 102

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

K.J. Harrison & Partners's WEN Position: Q2 2023 in Review

K.J. Harrison & Partners sold out of Wendy's (WEN) in Q2 2023, closing a stake of 63,151 shares — an estimated $1.38M sold.

K.J. Harrison & Partners first reported a position in WEN in Q4 2022 and held it in 2 quarters. The position peaked at $1.53M in Q4 2022. 358 funds tracked by Wall St. Rank hold WEN as of Q2 2023.

  • K.J. Harrison & Partners reported no remaining Wendy's position as of Q2 2023 after selling out during the quarter.
  • K.J. Harrison & Partners sold 63,151 Wendy's shares in Q2 2023, an estimated $1.38M.
  • K.J. Harrison & Partners first reported a position in Wendy's in Q4 2022 and held it in 2 quarters.
  • K.J. Harrison & Partners's Wendy's position peaked at $1.53M in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Wendy's as of Q2 2023.

Based on K.J. Harrison & Partners's 13F filing for Q2 2023, filed 21 Jul 2023.