Moody Lynn & Lieberson’s Wendy's WEN Stock Holding History

Moody Lynn & Lieberson’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	-13,269	Closed	-$289K	–	218
2023 Q2	$289K	Buy	+13,269	New	+$296K	0.02%	187

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Moody Lynn & Lieberson's WEN Position: Q3 2023 in Review

Moody Lynn & Lieberson sold out of Wendy's (WEN) in Q3 2023, closing a stake of 13,269 shares — an estimated $289K sold.

Moody Lynn & Lieberson first reported a position in WEN in Q2 2023 and held it in 1 quarter. The position peaked at $289K in Q2 2023. 349 funds tracked by Wall St. Rank hold WEN as of Q3 2023.

Moody Lynn & Lieberson reported no remaining Wendy's position as of Q3 2023 after selling out during the quarter.
Moody Lynn & Lieberson sold 13,269 Wendy's shares in Q3 2023, an estimated $289K.
Moody Lynn & Lieberson first reported a position in Wendy's in Q2 2023 and held it in 1 quarter.
Moody Lynn & Lieberson's Wendy's position peaked at $289K in Q2 2023.
349 funds tracked by Wall St. Rank held Wendy's as of Q3 2023.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2023, filed 24 Oct 2023.