Perpetual Ltd’s Wendy's WEN Stock Holding History

Perpetual Ltd’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	-9,434	Closed	-$205K	–	520
2023 Q1	$205K	Buy	+9,434	New	+$207K	﹤0.01%	488

Other funds holding WEN

TFM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Perpetual Ltd's WEN Position: Q2 2023 in Review

Perpetual Ltd sold out of Wendy's (WEN) in Q2 2023, closing a stake of 9,434 shares — an estimated $205K sold.

Perpetual Ltd first reported a position in WEN in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 358 funds tracked by Wall St. Rank hold WEN as of Q2 2023.

Perpetual Ltd reported no remaining Wendy's position as of Q2 2023 after selling out during the quarter.
Perpetual Ltd sold 9,434 Wendy's shares in Q2 2023, an estimated $205K.
Perpetual Ltd first reported a position in Wendy's in Q1 2023 and held it in 1 quarter.
Perpetual Ltd's Wendy's position peaked at $205K in Q1 2023.
358 funds tracked by Wall St. Rank held Wendy's as of Q2 2023.

Based on Perpetual Ltd's 13F filing for Q2 2023, filed 13 Jul 2023.