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Advisor Group’s Ares Management ARES Stock Holding History

Advisor Group’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$444K Buy
12,413
+711
+6% +$22.1K ﹤0.01% 1758
2019
Q3 		$314K Buy
11,702
+4,751
+68% +$136K ﹤0.01% 1973
2019
Q2 		$182K Buy
6,951
+1,477
+27% +$37.5K ﹤0.01% 2385
2019
Q1 		$127K Buy
5,474
+2,304
+73% +$50.3K ﹤0.01% 2647
2018
Q4 		$56K Sell
3,170
-1,471
-32% -$30.8K ﹤0.01% 3096
2018
Q3 		$107K Buy
+4,641
New +$99.5K ﹤0.01% 2705

Other funds holding ARES

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Group's ARES Position: Q4 2019 in Review

Advisor Group increased its Ares Management (ARES) stake by 6.1% in Q4 2019, buying an estimated $22.1K and bringing the position to 12,413 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Advisor Group first reported a position in ARES in Q3 2018 and has held it in 6 quarters since. 175 funds tracked by Wall St. Rank hold ARES as of Q4 2019.

  • Advisor Group held 12,413 shares of Ares Management worth $444K as of Q4 2019.
  • Advisor Group bought 711 Ares Management shares in Q4 2019, an estimated $22.1K.
  • Ares Management made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1758 holding.
  • Advisor Group first reported a position in Ares Management in Q3 2018 and has held it in 6 quarters since.
  • 175 funds tracked by Wall St. Rank held Ares Management as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.