PWAG
ARMK icon

Polaris Wealth Advisory Group’s Aramark ARMK Stock Holding History

Polaris Wealth Advisory Group’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
Q1 		– Sell
-501,763
Closed -$12.9M – 109
2016
Q4 		$12.9M Sell
501,763
-36,713
-7% -$959K 1.5% 33
2016
Q3 		$14.8M Buy
538,476
+18,029
+3% +$476K 1.77% 28
2016
Q2 		$12.6M Buy
520,447
+59,700
+13% +$1.44M 1.95% 25
2016
Q1 		$11M Buy
460,747
+99,144
+27% +$2.27M 1.72% 30
2015
Q4 		$8.42M Buy
361,603
+71,084
+24% +$1.62M 1.36% 40
2015
Q3 		$6.22M Buy
290,519
+48,068
+20% +$1.1M 1.27% 42
2015
Q2 		$5.42M Buy
242,451
+35,216
+17% +$795K 1.08% 41
2015
Q1 		$4.73M Buy
+207,235
New +$4.75M 0.86% 51

Other funds holding ARMK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return