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Principal Street Partners’s Wendy's WEN Stock Holding History

Principal Street Partners’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
2020
Q1 		– Sell
-10,366
Closed -$230K – 197
2019
Q4 		$230K Buy
10,366
+241
+2% +$5.11K 0.05% 179
2019
Q3 		$202K Buy
+10,125
New +$202K 0.05% 167

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Street Partners's WEN Position: Q1 2020 in Review

Principal Street Partners sold out of Wendy's (WEN) in Q1 2020, closing a stake of 10,366 shares — an estimated $230K sold.

Principal Street Partners first reported a position in WEN in Q3 2019 and held it in 2 quarters. The position peaked at $230K in Q4 2019. 331 funds tracked by Wall St. Rank hold WEN as of Q1 2020.

  • Principal Street Partners reported no remaining Wendy's position as of Q1 2020 after selling out during the quarter.
  • Principal Street Partners sold 10,366 Wendy's shares in Q1 2020, an estimated $230K.
  • Principal Street Partners first reported a position in Wendy's in Q3 2019 and held it in 2 quarters.
  • Principal Street Partners's Wendy's position peaked at $230K in Q4 2019.
  • 331 funds tracked by Wall St. Rank held Wendy's as of Q1 2020.

Based on Principal Street Partners's 13F filing for Q1 2020, filed 14 May 2020.