MSFP
ARMK icon

Mark Sheptoff Financial Planning’s Aramark ARMK Stock Holding History

Mark Sheptoff Financial Planning’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
2017
Q4 		– Sell
-1,385
Closed -$41K – 367
2017
Q3 		$41K Hold
1,385
– – 0.03% 185
2017
Q2 		$41K Buy
+1,385
New +$38K 0.03% 182

Other funds holding ARMK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Mark Sheptoff Financial Planning's ARMK Position: Q4 2017 in Review

Mark Sheptoff Financial Planning sold out of Aramark (ARMK) in Q4 2017, closing a stake of 1,385 shares — an estimated $41K sold.

Mark Sheptoff Financial Planning first reported a position in ARMK in Q2 2017 and held it in 2 quarters. The position peaked at $41K in Q3 2017. 320 funds tracked by Wall St. Rank hold ARMK as of Q4 2017.

  • Mark Sheptoff Financial Planning reported no remaining Aramark position as of Q4 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,385 Aramark shares in Q4 2017, an estimated $41K.
  • Mark Sheptoff Financial Planning first reported a position in Aramark in Q2 2017 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Aramark position peaked at $41K in Q3 2017.
  • 320 funds tracked by Wall St. Rank held Aramark as of Q4 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2017, filed 9 Feb 2018.