Advisory Alpha’s Ares Management ARES Stock Holding History

Advisory Alpha’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
2020 Q1	–	Sell	-10,050	Closed	-$365K	–	714
2019 Q4	$365K	Buy	+10,050	New	+$312K	0.09%	89

Other funds holding ARES

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Advisory Alpha's ARES Position: Q1 2020 in Review

Advisory Alpha sold out of Ares Management (ARES) in Q1 2020, closing a stake of 10,050 shares — an estimated $365K sold.

Advisory Alpha first reported a position in ARES in Q4 2019 and held it in 1 quarter. The position peaked at $365K in Q4 2019. 182 funds tracked by Wall St. Rank hold ARES as of Q1 2020.

Advisory Alpha reported no remaining Ares Management position as of Q1 2020 after selling out during the quarter.
Advisory Alpha sold 10,050 Ares Management shares in Q1 2020, an estimated $365K.
Advisory Alpha first reported a position in Ares Management in Q4 2019 and held it in 1 quarter.
Advisory Alpha's Ares Management position peaked at $365K in Q4 2019.
182 funds tracked by Wall St. Rank held Ares Management as of Q1 2020.

Based on Advisory Alpha's 13F filing for Q1 2020, filed 29 Apr 2020.