Current Value of Holding

$7.34 Million

Shares

368 Thousand

% of Portfolio

0.01%

Average Buy Price

$22.1

Avg closing price
Price range

42 Jim Simons Wendy`s Co Trades

Jim Simons acquired 368 Thousand Wendy`s Co shares worth $7.34 Million. That's 0.01% of their equity portfolio (1070th largest holding). The first Wendy`s Co trade was made in Q2 2013. Since then Jim Simons bought shares nineteen more times and sold shares on 22 occasions. The investor's estimated purchase price is $8.11 Million, resulting in a loss of 9.5%.

Avg closing price
Price range
Increased shares by 44.7% (+114 Thousand shares) Q4 2023
Avg closing price $19.25
Price range $18.33 - $20.43
Sold 80.8% shares (-1.07 Million shares) Q3 2023
Avg closing price $20.88
Price range $19.69 - $21.83
Sold 54.0% shares (-1.56 Million shares) Q2 2023
Avg closing price $22.28
Price range $21.29 - $23.83
Increased shares by 370.9% (+2.27 Million shares) Q1 2023
Avg closing price $21.96
Price range $20.43 - $23.08
Sold 2.3% shares (-14.5 Thousand shares) Q4 2022
Avg closing price $21.35
Price range $18.95 - $23.48
Sold 14.0% shares (-102 Thousand shares) Q3 2022
Avg closing price $20.13
Price range $18.69 - $21.48
Sold 33.3% shares (-364 Thousand shares) Q2 2022
Avg closing price $18.95
Price range $16.07 - $21.98
New holding (+1.09 Million shares) Q1 2022
Avg closing price $22.53
Price range $20.94 - $24.07
Sold -600 Thousand shares Q4 2021
Avg closing price $22.24
Price range $20.38 - $23.87
Sold 40.6% shares (-409 Thousand shares) Q3 2021
Avg closing price $22.80
Price range $21.68 - $24.04
Sold 56.7% shares (-1.32 Million shares) Q2 2021
Avg closing price $22.96
Price range $20.73 - $28.87
Increased shares by 273.0% (+1.7 Million shares) Q1 2021
Avg closing price $20.77
Price range $19.38 - $21.78
Increased shares by 1056.8% (+571 Thousand shares) Q4 2020
Avg closing price $22.78
Price range $21.72 - $24.71
New holding (+54 Thousand shares) Q3 2020
Avg closing price $22.03
Price range $20.66 - $23.82
Sold -596 Thousand shares Q1 2020
Avg closing price $19.67
Price range $7.47 - $23.94
Sold 32.9% shares (-293 Thousand shares) Q4 2019
Avg closing price $21.21
Price range $19.92 - $22.37
Sold 12.0% shares (-121 Thousand shares) Q3 2019
Avg closing price $19.94
Price range $17.67 - $22.79
New holding (+1.01 Million shares) Q2 2019
Avg closing price $18.83
Price range $17.82 - $19.88
Sold -531 Thousand shares Q1 2019
Avg closing price $17.01
Price range $15.56 - $18.00
Sold 12.6% shares (-76.5 Thousand shares) Q4 2018
Avg closing price $17.05
Price range $15.00 - $18.06

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!