Machina Capital’s Wendy's WEN Stock Holding History

Machina Capital’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	-800	Closed	-$17.4K	–	541
2023 Q1	$17.4K	Buy	+800	New	+$17.6K	0.02%	397

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Machina Capital's WEN Position: Q2 2023 in Review

Machina Capital sold out of Wendy's (WEN) in Q2 2023, closing a stake of 800 shares — an estimated $17.4K sold.

Machina Capital first reported a position in WEN in Q1 2023 and held it in 1 quarter. The position peaked at $17.4K in Q1 2023. 357 funds tracked by Wall St. Rank hold WEN as of Q2 2023.

Machina Capital reported no remaining Wendy's position as of Q2 2023 after selling out during the quarter.
Machina Capital sold 800 Wendy's shares in Q2 2023, an estimated $17.4K.
Machina Capital first reported a position in Wendy's in Q1 2023 and held it in 1 quarter.
Machina Capital's Wendy's position peaked at $17.4K in Q1 2023.
357 funds tracked by Wall St. Rank held Wendy's as of Q2 2023.

Based on Machina Capital's 13F filing for Q2 2023, filed 8 Aug 2023.