WEN The Wendy's Co.

Ownership history in AGF MANAGEMENT LTD  ·  10 quarters on record

This page tracks every 13F SEC filing in which AGF MANAGEMENT LTD reported a position in The Wendy's Co. (WEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2023 Q2)
Avg. % of fund
0.02%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 318,960 +47,646 +17.6% 0.01% $2.9M $8.84
2025 Q2 ADDED 271,314 +100,442 +58.8% 0.01% $3.1M $10.88
2025 Q1 ADDED 170,872 +30,166 +21.4% 0.01% $2.5M $13.77
2024 Q4 REDUCED 140,706 -42,774 -23.3% 0.01% $2.3M $15.09
2024 Q3 ADDED 183,480 +48,210 +35.6% 0.02% $3.2M $16.00
2024 Q2 ADDED 135,270 +9,790 +7.8% 0.01% $2.3M $15.26
2024 Q1 REDUCED 125,480 -21,027 -14.4% 0.01% $2.4M $16.71
2023 Q4 REDUCED 146,507 -3,218 -2.1% 0.02% $2.9M $17.04
2023 Q3 REDUCED 149,725 -5,597 -3.6% 0.02% $3.1M $17.62
2023 Q2 INITIATED 155,322 0.02% $3.4M $18.54
% of Fund (quarterly)    WEN price (monthly, adj. close)
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