Current Value of Holding

$15.8M

Shares

2.34M

% of Portfolio

0.02%

Average Buy Price

$7.82

Avg closing price
Price range

47 Jim Simons Wendy`s Trades

Jim Simons acquired 2.34M Wendy`s shares worth $15.8M. That's 0.02% of their equity portfolio (754th largest holding). The investor owns 1.08% of the outstanding Wendy`s stock. The first Wendy`s trade was made in Q2 2013. Since then Jim Simons bought shares 22 more times and sold shares on 24 occasions. The investor's estimated purchase price is $18.3M, resulting in a loss of 14%.

Avg closing price
Price range
Increased shares by 2612.4% (+2.25M shares) Q1 2026
Avg closing price $7.79
Price range $6.78 - $8.65
New holding (+86.3k shares) Q4 2025
Avg closing price $8.63
Price range $7.87 - $9.55
Sold -54.4k shares Q1 2025
Avg closing price $15.02
Price range $14.17 - $16.17
New holding (+54.4k shares) Q4 2024
Avg closing price $18.21
Price range $16.26 - $20.40
Sold -368k shares Q1 2024
Avg closing price $18.79
Price range $17.87 - $19.67
Increased shares by 44.7% (+114k shares) Q4 2023
Avg closing price $19.25
Price range $18.33 - $20.43
Sold 80.8% shares (-1.07M shares) Q3 2023
Avg closing price $20.88
Price range $19.69 - $21.83
Sold 54.0% shares (-1.56M shares) Q2 2023
Avg closing price $22.28
Price range $21.29 - $23.83
Increased shares by 370.9% (+2.27M shares) Q1 2023
Avg closing price $21.96
Price range $20.43 - $23.08
Sold 2.3% shares (-14.5k shares) Q4 2022
Avg closing price $21.35
Price range $18.95 - $23.48
Sold 14.0% shares (-102k shares) Q3 2022
Avg closing price $20.13
Price range $18.69 - $21.48
Sold 33.3% shares (-364k shares) Q2 2022
Avg closing price $18.95
Price range $16.07 - $21.98
New holding (+1.09M shares) Q1 2022
Avg closing price $22.53
Price range $20.94 - $24.07
Sold -600k shares Q4 2021
Avg closing price $22.24
Price range $20.38 - $23.87
Sold 40.6% shares (-409k shares) Q3 2021
Avg closing price $22.80
Price range $21.68 - $24.04
Sold 56.7% shares (-1.32M shares) Q2 2021
Avg closing price $22.96
Price range $20.73 - $28.87
Increased shares by 273.0% (+1.7M shares) Q1 2021
Avg closing price $20.77
Price range $19.38 - $21.78
Increased shares by 1056.8% (+571k shares) Q4 2020
Avg closing price $22.78
Price range $21.72 - $24.71
New holding (+54k shares) Q3 2020
Avg closing price $22.03
Price range $20.66 - $23.82
Sold -596k shares Q1 2020
Avg closing price $19.67
Price range $7.47 - $23.94

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