Sax Wealth Advisors’s Aramark ARMK Stock Holding History

Sax Wealth Advisors’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
2025 Q1	–	Sell	-13,055	Closed	-$487K	–	364
2024 Q4	$487K	Buy	13,055 +31	+0.2%	+$1.21K	0.04%	195
2024 Q3	$504K	Buy	13,024 +33	+0.3%	+$1.17K	0.05%	156
2024 Q2	$442K	Buy	12,991 +58	+0.4%	+$1.88K	0.04%	160
2024 Q1	$421K	Buy	12,933 +20	+0.2%	+$603	0.05%	127
2023 Q4	$363K	Sell	12,913 -4,941	-28%	-$134K	0.06%	137
2023 Q3	$447K	Buy	+17,854	New	+$500K	0.09%	119

Other funds holding ARMK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sax Wealth Advisors's ARMK Position: Q1 2025 in Review

Sax Wealth Advisors sold out of Aramark (ARMK) in Q1 2025, closing a stake of 13,055 shares — an estimated $487K sold.

Sax Wealth Advisors first reported a position in ARMK in Q3 2023 and held it in 6 quarters. The position peaked at $504K in Q3 2024. 360 funds tracked by Wall St. Rank hold ARMK as of Q1 2025.

Sax Wealth Advisors reported no remaining Aramark position as of Q1 2025 after selling out during the quarter.
Sax Wealth Advisors sold 13,055 Aramark shares in Q1 2025, an estimated $487K.
Sax Wealth Advisors first reported a position in Aramark in Q3 2023 and held it in 6 quarters.
Sax Wealth Advisors's Aramark position peaked at $504K in Q3 2024.
360 funds tracked by Wall St. Rank held Aramark as of Q1 2025.

Based on Sax Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.