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Woodley Farra Manion Portfolio Management’s Wendy's WEN Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-2,435
Closed -$53K – 398
2020
Q2 		$53K Hold
2,435
– – 0.01% 165
2020
Q1 		$36K Hold
2,435
– – ﹤0.01% 184
2019
Q4 		$54K Buy
+2,435
New +$51.6K 0.01% 181

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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's WEN Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Wendy's (WEN) in Q3 2020, closing a stake of 2,435 shares — an estimated $53K sold.

Woodley Farra Manion Portfolio Management first reported a position in WEN in Q4 2019 and held it in 3 quarters. The position peaked at $54K in Q4 2019. 315 funds tracked by Wall St. Rank hold WEN as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Wendy's position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 2,435 Wendy's shares in Q3 2020, an estimated $53K.
  • Woodley Farra Manion Portfolio Management first reported a position in Wendy's in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Wendy's position peaked at $54K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held Wendy's as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.