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Center for Financial Planning’s Aramark ARMK Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-330
Closed -$5K – 457
2020
Q1 		$5K Buy
+330
New +$8.69K ﹤0.01% 407

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Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Center for Financial Planning's ARMK Position: Q2 2020 in Review

Center for Financial Planning sold out of Aramark (ARMK) in Q2 2020, closing a stake of 330 shares — an estimated $5K sold.

Center for Financial Planning first reported a position in ARMK in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 291 funds tracked by Wall St. Rank hold ARMK as of Q2 2020.

  • Center for Financial Planning reported no remaining Aramark position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 330 Aramark shares in Q2 2020, an estimated $5K.
  • Center for Financial Planning first reported a position in Aramark in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Aramark position peaked at $5K in Q1 2020.
  • 291 funds tracked by Wall St. Rank held Aramark as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.