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Evercore Wealth Management’s Aramark ARMK Stock Holding History

Evercore 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
2016
Q4 		– Sell
-169
Closed -$5K – 1014
2016
Q3 		$5K Hold
169
– – ﹤0.01% 926
2016
Q2 		$4K Hold
169
– – ﹤0.01% 938
2016
Q1 		$4K Hold
169
– – ﹤0.01% 868
2015
Q4 		$4K Buy
+169
New +$3.86K ﹤0.01% 930

Other funds holding ARMK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Evercore Wealth Management's ARMK Position: Q4 2016 in Review

Evercore Wealth Management sold out of Aramark (ARMK) in Q4 2016, closing a stake of 169 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in ARMK in Q4 2015 and held it in 4 quarters. The position peaked at $5K in Q3 2016. 296 funds tracked by Wall St. Rank hold ARMK as of Q4 2016.

  • Evercore Wealth Management reported no remaining Aramark position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 169 Aramark shares in Q4 2016, an estimated $5K.
  • Evercore Wealth Management first reported a position in Aramark in Q4 2015 and held it in 4 quarters.
  • Evercore Wealth Management's Aramark position peaked at $5K in Q3 2016.
  • 296 funds tracked by Wall St. Rank held Aramark as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.