Sumitomo Mitsui DS Asset Management’s Aramark ARMK Stock Holding History

Sumitomo Mitsui DS Asset Management’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 Q4	–	Sell	-27,567	Closed	-$691K	–	790
2023 Q3	$691K	Sell	27,567 -61	-0.2%	-$1.71K	0.01%	635
2023 Q2	$859K	Buy	27,628 +8,224	+42%	+$224K	0.01%	598
2023 Q1	$502K	Hold	19,404	–	–	0.01%	671
2022 Q4	$579K	Hold	19,404	–	–	0.01%	629
2022 Q3	$437K	Buy	19,404 +202	+1%	+$5.03K	0.01%	651
2022 Q2	$425K	Hold	19,202	–	–	0.01%	657
2022 Q1	$521K	Sell	19,202 -230	-1%	-$6K	0.01%	651
2021 Q4	$517K	Hold	19,432	–	–	0.01%	665
2021 Q3	$461K	Sell	19,432 -95	-0.5%	-$2.35K	0.01%	669
2021 Q2	$525K	Hold	19,527	–	–	0.01%	662
2021 Q1	$532K	Hold	19,527	–	–	0.01%	627
2020 Q4	$542K	Sell	19,527 -85	-0.4%	-$2.04K	0.02%	596
2020 Q3	$374K	Hold	19,612	–	–	0.01%	626
2020 Q2	$319K	Hold	19,612	–	–	0.01%	641
2020 Q1	$282K	Buy	19,612 +139	+0.7%	+$3.66K	0.01%	611
2019 Q4	$610K	Hold	19,473	–	–	0.02%	560
2019 Q3	$612K	Buy	19,473 +3,406	+21%	+$95.8K	0.02%	518
2019 Q2	$418K	Sell	16,067 -70,754	-81%	-$1.66M	0.02%	585
2019 Q1	$1.85M	Sell	86,821 -6,615	-7%	-$148K	0.03%	371
2018 Q4	$1.95M	Sell	93,436 -7,913	-8%	-$205K	0.04%	323
2018 Q3	$3.15M	Sell	101,349 -14,497	-13%	-$423K	0.05%	282
2018 Q2	$3.1M	Sell	115,846 -6,678	-5%	-$185K	0.05%	283
2018 Q1	$3.5M	Buy	122,524 +9,919	+9%	+$304K	0.05%	265
2017 Q4	$3.47M	Buy	112,605 +88,021	+358%	+$2.69M	0.05%	276
2017 Q3	$720K	Hold	24,584	–	–	0.01%	573
2017 Q2	$727K	Sell	24,584 -73	-0.3%	-$2K	0.01%	580
2017 Q1	$656K	Buy	24,657 +1,190	+5%	+$30.3K	0.01%	615
2016 Q4	$605K	Buy	23,467 +2,350	+11%	+$61.4K	0.01%	581
2016 Q3	$579K	Hold	21,117	–	–	0.01%	589
2016 Q2	$509K	Buy	21,117 +565	+3%	+$13.6K	0.02%	589
2016 Q1	$491K	Buy	20,552 +216	+1%	+$4.95K	0.02%	606
2015 Q4	$473K	Hold	20,336	–	–	0.02%	600
2015 Q3	$435K	Buy	20,336 +945	+5%	+$21.6K	0.01%	618
2015 Q2	$433K	Buy	+19,391	New	+$438K	0.01%	650

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

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

FCM

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

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

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

MRL

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

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

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

Sumitomo Mitsui DS Asset Management's ARMK Position: Q4 2023 in Review

Sumitomo Mitsui DS Asset Management sold out of Aramark (ARMK) in Q4 2023, closing a stake of 27,567 shares — an estimated $691K sold.

Sumitomo Mitsui DS Asset Management first reported a position in ARMK in Q2 2015 and held it in 34 quarters. The position peaked at $3.5M in Q1 2018. 354 funds tracked by Wall St. Rank hold ARMK as of Q4 2023.

Sumitomo Mitsui DS Asset Management reported no remaining Aramark position as of Q4 2023 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 27,567 Aramark shares in Q4 2023, an estimated $691K.
Sumitomo Mitsui DS Asset Management first reported a position in Aramark in Q2 2015 and held it in 34 quarters.
Sumitomo Mitsui DS Asset Management's Aramark position peaked at $3.5M in Q1 2018.
354 funds tracked by Wall St. Rank held Aramark as of Q4 2023.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.