Osborn Williams & Donohoe’s Wendy's WEN Stock Holding History

Osborn Williams & Donohoe’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
2019 Q2	–	Sell	-1,100	Closed	-$20K	–	669
2019 Q1	$20K	Buy	+1,100	New	+$18.7K	﹤0.01%	561

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osborn Williams & Donohoe's WEN Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Wendy's (WEN) in Q2 2019, closing a stake of 1,100 shares — an estimated $20K sold.

Osborn Williams & Donohoe first reported a position in WEN in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 324 funds tracked by Wall St. Rank hold WEN as of Q2 2019.

Osborn Williams & Donohoe reported no remaining Wendy's position as of Q2 2019 after selling out during the quarter.
Osborn Williams & Donohoe sold 1,100 Wendy's shares in Q2 2019, an estimated $20K.
Osborn Williams & Donohoe first reported a position in Wendy's in Q1 2019 and held it in 1 quarter.
Osborn Williams & Donohoe's Wendy's position peaked at $20K in Q1 2019.
324 funds tracked by Wall St. Rank held Wendy's as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.