Steward Financial Group’s Aramark ARMK Stock Holding History

Steward Financial 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
2023 Q3	$3K	Buy	+145	New	+$4.06K	﹤0.01%	791
2023 Q2	–	Sell	-188	Closed	-$4K	–	460
2023 Q1	$4K	Buy	188 +108	+135%	+$3.07K	﹤0.01%	341
2022 Q4	$2K	Buy	+80	New	+$2.21K	﹤0.01%	303
2022 Q3	–	Sell	-104	Closed	-$2K	–	141
2022 Q2	$2K	Buy	+104	New	+$2.57K	﹤0.01%	510

Other funds holding ARMK

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

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

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

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

MRL

Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

FCM

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Steward Financial Group's ARMK Position: Q3 2023 in Review

Steward Financial Group opened a new position in Aramark (ARMK) in Q3 2023: 145 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ARMK as recently as Q1 2023.

Steward Financial Group first reported a position in ARMK in Q2 2022 and has held it in 4 quarters since. The position peaked at $4K in Q1 2023. 364 funds tracked by Wall St. Rank hold ARMK as of Q3 2023.

Steward Financial Group held 145 shares of Aramark worth $3K as of Q3 2023.
Aramark was a new Steward Financial Group position in Q3 2023.
Aramark made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #791 holding.
Steward Financial Group first reported a position in Aramark in Q2 2022 and has held it in 4 quarters since.
Steward Financial Group's Aramark position peaked at $4K in Q1 2023.
364 funds tracked by Wall St. Rank held Aramark as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.