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Wendy's/arby's Group shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Wendy's/arby's Group

Tip: Access up to 7 years of quarterly data

All positions including Wendy's/arby's Group held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wendy's/arby's Group by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $331k 17k 19.48
2023-09-30 $465k 23k 20.41
2023-06-30 $383k 18k 21.75

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Top funds holding Wendy's/arby's Group

Trian Fund Management
Vanguard Group
Massachusetts Financial Services
Jpmorgan Chase & Co
Allspring Global Investments Holdings
Harris Associates L.P
Charles Schwab Investment Management
Dimensional Fund Advisors
Royal Bank of Canada
AQR Capital Management
Henderson Group
Bank of New York Mellon
Millennium Management
Two Sigma Investments
Two Sigma Advisers

View all funds holding Wendy's/arby's Group