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Advisors Asset Management’s Ares Management ARES Stock Holding History

Advisors Asset Management’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
2024
Q1 		– Sell
-3,087
Closed -$367K – 1397
2023
Q4 		$367K Sell
3,087
-938
-23% -$102K 0.01% 987
2023
Q3 		$414K Sell
4,025
-2,892
-42% -$292K 0.01% 948
2023
Q2 		$666K Sell
6,917
-859
-11% -$74.3K 0.01% 864
2023
Q1 		$649K Sell
7,776
-4,395
-36% -$349K 0.01% 876
2022
Q4 		$833K Sell
12,171
-1,786
-13% -$129K 0.02% 808
2022
Q3 		$865K Sell
13,957
-3,145
-18% -$220K 0.02% 777
2022
Q2 		$972K Sell
17,102
-443
-3% -$30.6K 0.02% 759
2022
Q1 		$1.43M Buy
17,545
+17
+0.1% +$1.31K 0.02% 700
2021
Q4 		$1.43M Buy
17,528
+518
+3% +$42.2K 0.02% 721
2021
Q3 		$1.26M Buy
17,010
+2,016
+13% +$145K 0.02% 737
2021
Q2 		$953K Buy
14,994
+1,750
+13% +$97.8K 0.01% 852
2021
Q1 		$742K Buy
13,244
+3,299
+33% +$166K 0.01% 917
2020
Q4 		$468K Buy
9,945
+1,845
+23% +$83.5K 0.01% 985
2020
Q3 		$327K Buy
8,100
+1,321
+19% +$52.7K 0.01% 1045
2020
Q2 		$269K Buy
6,779
+1,685
+33% +$59.5K 0.01% 1092
2020
Q1 		$158K Buy
5,094
+3,872
+317% +$135K ﹤0.01% 1148
2019
Q4 		$44K Buy
+1,222
New +$38K ﹤0.01% 1412

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return