Concord Wealth Partners’s Aramark ARMK Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-180	Closed	-$4.51K	–	823
2023 Q3	$4.51K	Hold	180	–	–	﹤0.01%	735
2023 Q2	$5.6K	Hold	180	–	–	﹤0.01%	686
2023 Q1	$4.65K	Hold	180	–	–	﹤0.01%	681
2022 Q4	$5.37K	Buy	+180	New	+$4.97K	﹤0.01%	747
2022 Q3	–	Sell	-180	Closed	-$4K	–	220
2022 Q2	$4K	Hold	180	–	–	﹤0.01%	849
2022 Q1	$5K	Hold	180	–	–	﹤0.01%	896
2021 Q4	$5K	Hold	180	–	–	﹤0.01%	928
2021 Q3	$4K	Hold	180	–	–	﹤0.01%	613
2021 Q2	$5K	Hold	180	–	–	﹤0.01%	719
2021 Q1	$5K	Buy	+180	New	+$4.93K	﹤0.01%	654

Other funds holding ARMK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Concord Wealth Partners's ARMK Position: Q4 2023 in Review

Concord Wealth Partners sold out of Aramark (ARMK) in Q4 2023, closing a stake of 180 shares — an estimated $4.51K sold.

Concord Wealth Partners first reported a position in ARMK in Q1 2021 and held it in 10 quarters. The position peaked at $5.6K in Q2 2023. 354 funds tracked by Wall St. Rank hold ARMK as of Q4 2023.

Concord Wealth Partners reported no remaining Aramark position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 180 Aramark shares in Q4 2023, an estimated $4.51K.
Concord Wealth Partners first reported a position in Aramark in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Aramark position peaked at $5.6K in Q2 2023.
354 funds tracked by Wall St. Rank held Aramark as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.