PAM
WEN icon

Princeton Alpha Management’s Wendy's WEN Stock Holding History

Princeton Alpha Management’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
2016
Q4 		– Sell
-19,427
Closed -$210K – 891
2016
Q3 		$210K Sell
19,427
-3,875
-17% -$39.1K 0.04% 637
2016
Q2 		$224K Buy
+23,302
New +$244K 0.04% 636
2016
Q1 		– Sell
-17,063
Closed -$184K – 955
2015
Q4 		$184K Sell
17,063
-39,701
-70% -$391K 0.03% 644
2015
Q3 		$491K Buy
+56,764
New +$550K 0.1% 306
2015
Q1 		– Sell
-65,031
Closed -$587K – 908
2014
Q4 		$587K Buy
65,031
+34,049
+110% +$287K 0.17% 172
2014
Q3 		$256K Buy
+30,982
New +$254K 0.06% 483
2014
Q2 		– Sell
-13,261
Closed -$121K – 861
2014
Q1 		$121K Buy
+13,261
New +$121K 0.04% 580

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HK
Horizon Kinetics New York $2.96B AUM 5.37% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return