Sun Life Financial’s Wendy's WEN Stock Holding History

Sun Life Financial’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
2019 Q4	–	Sell	-13,417	Closed	-$268K	–	583
2019 Q3	$268K	Buy	13,417 +76	+0.6%	+$1.51K	0.07%	157
2019 Q2	$261K	Buy	+13,341	New	+$251K	0.07%	156

Other funds holding WEN

TFM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sun Life Financial's WEN Position: Q4 2019 in Review

Sun Life Financial sold out of Wendy's (WEN) in Q4 2019, closing a stake of 13,417 shares — an estimated $268K sold.

Sun Life Financial first reported a position in WEN in Q2 2019 and held it in 2 quarters. The position peaked at $268K in Q3 2019. 353 funds tracked by Wall St. Rank hold WEN as of Q4 2019.

Sun Life Financial reported no remaining Wendy's position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 13,417 Wendy's shares in Q4 2019, an estimated $268K.
Sun Life Financial first reported a position in Wendy's in Q2 2019 and held it in 2 quarters.
Sun Life Financial's Wendy's position peaked at $268K in Q3 2019.
353 funds tracked by Wall St. Rank held Wendy's as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.