LPC
WEN icon

Loeb Partners Corp’s Wendy's WEN Stock Holding History

Loeb Partners Corp’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
2019
Q1 		– Sell
-1,500
Closed -$23K – 284
2018
Q4 		$23K Buy
+1,500
New +$25.6K 0.01% 203
2014
Q2 		– Sell
-10,200
Closed -$93K – 194
2014
Q1 		$93K Sell
10,200
-2,700
-21% -$24.7K 0.03% 172
2013
Q4 		$112K Buy
+12,900
New +$111K 0.04% 187

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM