Migdal Insurance & Financial Holdings’s Wendy's WEN Stock Holding History

Migdal Insurance & Financial Holdings’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
2022 Q1	–	Sell	-1,200,000	Closed	-$28.6M	–	706
2021 Q4	$28.6M	Hold	1,200,000	–	–	0.28%	83
2021 Q3	$26M	Buy	+1,200,000	New	+$27.4M	0.27%	86
2021 Q2	–	Sell	-1,500,000	Closed	-$30.4M	–	681
2021 Q1	$30.4M	Hold	1,500,000	–	–	0.31%	87
2020 Q4	$32.9M	Buy	+1,500,000	New	+$34.2M	0.39%	69

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Migdal Insurance & Financial Holdings's WEN Position: Q1 2022 in Review

Migdal Insurance & Financial Holdings sold out of Wendy's (WEN) in Q1 2022, closing a stake of 1,200,000 shares — an estimated $28.6M sold.

Migdal Insurance & Financial Holdings first reported a position in WEN in Q4 2020 and held it in 4 quarters. The position peaked at $32.9M in Q4 2020. 357 funds tracked by Wall St. Rank hold WEN as of Q1 2022.

Migdal Insurance & Financial Holdings reported no remaining Wendy's position as of Q1 2022 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,200,000 Wendy's shares in Q1 2022, an estimated $28.6M.
Migdal Insurance & Financial Holdings first reported a position in Wendy's in Q4 2020 and held it in 4 quarters.
Migdal Insurance & Financial Holdings's Wendy's position peaked at $32.9M in Q4 2020.
357 funds tracked by Wall St. Rank held Wendy's as of Q1 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2022, filed 2 May 2022.