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Lee Financial’s Aramark ARMK Stock Holding History

Lee Financial’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
Q1 		– Sell
-62
Closed -$1.86K – 804
2022
Q4 		$1.86K Buy
+62
New +$1.71K ﹤0.01% 711
2022
Q3 		– Sell
-7
Closed – – 823
2022
Q2 		$0 Buy
+7
New +$173 ﹤0.01% 851
2021
Q3 		– Sell
-66
Closed -$2K – 696
2021
Q2 		$2K Buy
+66
New +$1.81K ﹤0.01% 544
2018
Q3 		– Sell
-416
Closed -$11K – 475
2018
Q2 		$11K Sell
416
-415
-50% -$11.5K ﹤0.01% 452
2018
Q1 		$24K Buy
831
+415
+100% +$12.7K 0.01% 330
2017
Q4 		$13K Hold
416
– – ﹤0.01% 286
2017
Q3 		$12K Hold
416
– – ﹤0.01% 298
2017
Q2 		$12K Buy
+416
New +$11.4K ﹤0.01% 294

Other funds holding ARMK

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Lee Financial's ARMK Position: Q1 2023 in Review

Lee Financial sold out of Aramark (ARMK) in Q1 2023, closing a stake of 62 shares — an estimated $1.86K sold.

Lee Financial first reported a position in ARMK in Q2 2017 and held it in 8 quarters. The position peaked at $24K in Q1 2018. 338 funds tracked by Wall St. Rank hold ARMK as of Q1 2023.

  • Lee Financial reported no remaining Aramark position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 62 Aramark shares in Q1 2023, an estimated $1.86K.
  • Lee Financial first reported a position in Aramark in Q2 2017 and held it in 8 quarters.
  • Lee Financial's Aramark position peaked at $24K in Q1 2018.
  • 338 funds tracked by Wall St. Rank held Aramark as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.