Wright Investors Service’s Wendy's WEN Stock Holding History

Wright Investors Service’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
2021 Q4	–	Sell	-30,616	Closed	-$664K	–	155
2021 Q3	$664K	Buy	+30,616	New	+$698K	0.19%	114

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Wright Investors Service's WEN Position: Q4 2021 in Review

Wright Investors Service sold out of Wendy's (WEN) in Q4 2021, closing a stake of 30,616 shares — an estimated $664K sold.

Wright Investors Service first reported a position in WEN in Q3 2021 and held it in 1 quarter. The position peaked at $664K in Q3 2021. 363 funds tracked by Wall St. Rank hold WEN as of Q4 2021.

Wright Investors Service reported no remaining Wendy's position as of Q4 2021 after selling out during the quarter.
Wright Investors Service sold 30,616 Wendy's shares in Q4 2021, an estimated $664K.
Wright Investors Service first reported a position in Wendy's in Q3 2021 and held it in 1 quarter.
Wright Investors Service's Wendy's position peaked at $664K in Q3 2021.
363 funds tracked by Wall St. Rank held Wendy's as of Q4 2021.

Based on Wright Investors Service's 13F filing for Q4 2021, filed 27 Jan 2022.