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

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

Janus Henderson Group

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

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

Fidelity Investments

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

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