Number of Shares
106,485.00
Current Holdings Value*
$3.56 Mil
% of Portfolio
1.9%
Total Estimate Gain
$1.68 Mil
% of Total Estimate Gain
39.67%

TAX MANAGED SMALL CAP PORTFOLIO's Aramark Holding Summary

As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 106,485.00 shares of Aramark(ARMK), totaling $3.56 Mil. This investment constitutes 1.9% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.04% of the outstanding Aramark(ARMK) stock.

The initial trade took place in 2024Q1. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 3 purchases of ARMK, at an average price of $29.12, for a total of 145,438.00 shares. In addition, there have been 1 sales at an average price of $36.77 for 38,953.00 shares. Based on historical transaction data and ARMK's current price of $42.10, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his ARMK holdings is $1.68 Mil, reflecting a 39.67% gain to date.

TAX MANAGED SMALL CAP PORTFOLIO ARMK ($42.10) Holding Chart

TAX MANAGED SMALL CAP PORTFOLIO ARMK ($42.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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