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Independent Advisor Alliance’s Aramark ARMK Stock Holding History

Independent Advisor Alliance’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
2018
Q4 		– Sell
-7,221
Closed -$222K – 406
2018
Q3 		$222K Sell
7,221
-1,593
-18% -$46.5K 0.04% 322
2018
Q2 		$236K Sell
8,814
-1,974
-18% -$54.6K 0.05% 286
2018
Q1 		$297K Sell
10,788
-410
-4% -$12.6K 0.07% 253
2017
Q4 		$349K Sell
11,198
-155
-1% -$4.74K 0.08% 226
2017
Q3 		$340K Buy
+11,353
New +$329K 0.09% 192

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Independent Advisor Alliance's ARMK Position: Q4 2018 in Review

Independent Advisor Alliance sold out of Aramark (ARMK) in Q4 2018, closing a stake of 7,221 shares — an estimated $222K sold.

Independent Advisor Alliance first reported a position in ARMK in Q3 2017 and held it in 5 quarters. The position peaked at $349K in Q4 2017. 350 funds tracked by Wall St. Rank hold ARMK as of Q4 2018.

  • Independent Advisor Alliance reported no remaining Aramark position as of Q4 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,221 Aramark shares in Q4 2018, an estimated $222K.
  • Independent Advisor Alliance first reported a position in Aramark in Q3 2017 and held it in 5 quarters.
  • Independent Advisor Alliance's Aramark position peaked at $349K in Q4 2017.
  • 350 funds tracked by Wall St. Rank held Aramark as of Q4 2018.

Based on Independent Advisor Alliance's 13F filing for Q4 2018, filed 12 Feb 2019.