Loomis, Sayles & Company
WEN icon

Loomis, Sayles & Company’s Wendy's WEN Stock Holding History

Loomis, Sayles & Company’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
Q3 		– Sell
-94
Closed -$2K – 1028
2023
Q2 		$2K Buy
+94
New +$2.09K ﹤0.01% 953
2021
Q1 		– Sell
-1,096,628
Closed -$24M – 903
2020
Q4 		$24M Buy
1,096,628
+129,775
+13% +$2.96M 0.03% 238
2020
Q3 		$21.6M Sell
966,853
-9,894
-1% -$218K 0.03% 223
2020
Q2 		$21.3M Buy
976,747
+74,660
+8% +$1.48M 0.03% 210
2020
Q1 		$13.4M Buy
902,087
+127,668
+16% +$2.51M 0.03% 244
2019
Q4 		$17.2M Buy
+774,419
New +$16.4M 0.03% 246

Other funds holding WEN

TFM
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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