Luminus Management’s Wendy's WEN Stock Holding History

Luminus Management’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	-68,190	Closed	-$1.01M	–	101
2020 Q1	$1.01M	Buy	+68,190	New	+$1.34M	0.1%	82

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Luminus Management's WEN Position: Q2 2020 in Review

Luminus Management sold out of Wendy's (WEN) in Q2 2020, closing a stake of 68,190 shares — an estimated $1.01M sold.

Luminus Management first reported a position in WEN in Q1 2020 and held it in 1 quarter. The position peaked at $1.01M in Q1 2020. 333 funds tracked by Wall St. Rank hold WEN as of Q2 2020.

Luminus Management reported no remaining Wendy's position as of Q2 2020 after selling out during the quarter.
Luminus Management sold 68,190 Wendy's shares in Q2 2020, an estimated $1.01M.
Luminus Management first reported a position in Wendy's in Q1 2020 and held it in 1 quarter.
Luminus Management's Wendy's position peaked at $1.01M in Q1 2020.
333 funds tracked by Wall St. Rank held Wendy's as of Q2 2020.

Based on Luminus Management's 13F filing for Q2 2020, filed 14 Aug 2020.