Sargent Bickham Lagudis’s Wendy's WEN Stock Holding History

Sargent Bickham Lagudis’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 Q4	–	Sell	-853	Closed	-$19K	–	921
2020 Q3	$19K	Buy	853 +2	+0.2%	+$44	﹤0.01%	520
2020 Q2	$19K	Buy	851 +2	+0.2%	+$40	﹤0.01%	505
2020 Q1	$13K	Buy	849 +8	+1%	+$157	﹤0.01%	525
2019 Q4	$19K	Buy	841 +5	+0.6%	+$106	﹤0.01%	531
2019 Q3	$17K	Buy	836 +4	+0.5%	+$80	﹤0.01%	499
2019 Q2	$16K	Buy	832 +4	+0.5%	+$75	﹤0.01%	536
2019 Q1	$15K	Buy	828 +5	+0.6%	+$85	﹤0.01%	560
2018 Q4	$13K	Buy	823 +4	+0.5%	+$68	﹤0.01%	559
2018 Q3	$14K	Buy	819 +4	+0.5%	+$70	﹤0.01%	557
2018 Q2	$14K	Buy	815 +4	+0.5%	+$68	﹤0.01%	539
2018 Q1	$14K	Sell	811 -708	-47%	-$11.7K	﹤0.01%	535
2017 Q4	$25K	Buy	1,519 +7	+0.5%	+$106	﹤0.01%	461
2017 Q3	$23K	Buy	1,512 +6	+0.4%	+$92	﹤0.01%	479
2017 Q2	$23K	Sell	1,506 -298	-17%	-$4.51K	﹤0.01%	464
2017 Q1	$25K	Buy	+1,804	New	+$24.6K	﹤0.01%	458

Other funds holding WEN

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Janus Henderson Group

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

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors

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