BerganKDV Wealth Management’s Aramark ARMK Stock Holding History

BerganKDV Wealth Management’s Portfolio ARMK Stock Details ARMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-19	Closed	-$513	–	875
2023 Q1	$513	Hold	19	–	–	﹤0.01%	968
2022 Q4	$591	Hold	19	–	–	﹤0.01%	937
2022 Q3	$0	Hold	19	–	–	﹤0.01%	965
2022 Q2	$0	Hold	19	–	–	﹤0.01%	968
2022 Q1	$1K	Sell	19 -34	-64%	-$887	﹤0.01%	897
2021 Q4	$1K	Sell	53 -13	-20%	-$340	﹤0.01%	959
2021 Q3	$2K	Hold	66	–	–	﹤0.01%	861
2021 Q2	$2K	Hold	66	–	–	﹤0.01%	793
2021 Q1	$2K	Hold	66	–	–	﹤0.01%	760
2020 Q4	$2K	Hold	66	–	–	﹤0.01%	758
2020 Q3	$1K	Hold	66	–	–	﹤0.01%	756
2020 Q2	$1K	Buy	66 +31	+89%	+$544	﹤0.01%	819
2020 Q1	$0	Hold	35	–	–	﹤0.01%	923
2019 Q4	$1K	Buy	+35	New	+$1.1K	﹤0.01%	820

Other funds holding ARMK

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

BerganKDV Wealth Management's ARMK Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Aramark (ARMK) in Q2 2023, closing a stake of 19 shares — an estimated $513 sold.

BerganKDV Wealth Management first reported a position in ARMK in Q4 2019 and held it in 14 quarters. The position peaked at $2K in Q3 2021. 339 funds tracked by Wall St. Rank hold ARMK as of Q2 2023.

BerganKDV Wealth Management reported no remaining Aramark position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 19 Aramark shares in Q2 2023, an estimated $513.
BerganKDV Wealth Management first reported a position in Aramark in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Aramark position peaked at $2K in Q3 2021.
339 funds tracked by Wall St. Rank held Aramark as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.