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Sandy Spring Bank’s Wendy's WEN Stock Holding History

Sandy Spring Bank’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
2022
Q2 		– Sell
-769
Closed -$17K – 1180
2022
Q1 		$17K Sell
769
-543
-41% -$12.2K ﹤0.01% 751
2021
Q4 		$31K Hold
1,312
– – ﹤0.01% 673
2021
Q3 		$29K Sell
1,312
-250
-16% -$5.7K ﹤0.01% 685
2021
Q2 		$37K Buy
1,562
+1,012
+184% +$23.2K ﹤0.01% 644
2021
Q1 		$11K Hold
550
– – ﹤0.01% 780
2020
Q4 		$12K Hold
550
– – ﹤0.01% 733
2020
Q3 		$12K Hold
550
– – ﹤0.01% 664
2020
Q2 		$12K Hold
550
– – ﹤0.01% 675
2020
Q1 		$8K Buy
+550
New +$10.8K ﹤0.01% 700
2017
Q2 		– Sell
-798
Closed -$11K – 871
2017
Q1 		$11K Buy
798
+280
+54% +$3.82K ﹤0.01% 670
2016
Q4 		$7K Hold
518
– – ﹤0.01% 712
2016
Q3 		$6K Hold
518
– – ﹤0.01% 723
2016
Q2 		$5K Hold
518
– – ﹤0.01% 782
2016
Q1 		$6K Hold
518
– – ﹤0.01% 779
2015
Q4 		$6K Hold
518
– – ﹤0.01% 759
2015
Q3 		$4K Hold
518
– – ﹤0.01% 818
2015
Q2 		$6K Hold
518
– – ﹤0.01% 790
2015
Q1 		$6K Buy
+518
New +$5.54K ﹤0.01% 753

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 $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return