Advisory Research’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.72M | Sell |
15,811
-1,299
| -8% | -$172K | 0.21% | 78 |
|
|
2025
Q4 | $2.77M | Buy |
17,110
+207
| +1% | +$32.2K | 0.35% | 58 |
|
|
2025
Q3 | $2.7M | Buy |
16,903
+798
| +5% | +$144K | 0.35% | 63 |
|
|
2025
Q2 | $2.79M | Buy |
16,105
+4,354
| +37% | +$689K | 0.43% | 52 |
|
|
2025
Q1 | $1.72M | Buy |
11,751
+415
| +4% | +$71.7K | 0.3% | 68 |
|
|
2024
Q4 | $2.01M | Sell |
11,336
-6
| -0.1% | -$1.02K | 0.33% | 63 |
|
|
2024
Q3 | $1.77M | Sell |
11,342
-563
| -5% | -$81.7K | 0.31% | 74 |
|
|
2024
Q2 | $1.59M | Sell |
11,905
-10,521
| -47% | -$1.44M | 0.3% | 80 |
|
|
2024
Q1 | $2.98M | Sell |
22,426
-3,558
| -14% | -$454K | 0.59% | 42 |
|
|
2023
Q4 | $3.09M | Sell |
25,984
-1,365
| -5% | -$148K | 0.48% | 52 |
|
|
2023
Q3 | $2.81M | Sell |
27,349
-2,584
| -9% | -$261K | 0.39% | 69 |
|
|
2023
Q2 | $2.88M | Buy |
29,933
+5,441
| +22% | +$470K | 0.37% | 76 |
|
|
2023
Q1 | $2.04M | Sell |
24,492
-1
| -0% | -$80 | 0.34% | 77 |
|
|
2022
Q4 | $1.68M | Sell |
24,493
-92
| -0.4% | -$6.64K | 0.16% | 99 |
|
|
2022
Q3 | $1.52M | Sell |
24,585
-169
| -0.7% | -$11.8K | 0.15% | 113 |
|
|
2022
Q2 | $1.41M | Buy |
24,754
+2,600
| +12% | +$180K | 0.14% | 114 |
|
|
2022
Q1 | $1.8M | Buy |
22,154
+394
| +2% | +$30.3K | 0.14% | 111 |
|
|
2021
Q4 | $1.77M | Buy |
21,760
+170
| +0.8% | +$13.8K | 0.14% | 132 |
|
|
2021
Q3 | $1.59M | Buy |
21,590
+9,808
| +83% | +$706K | 0.1% | 152 |
|
|
2021
Q2 | $749K | Buy |
11,782
+7
| +0.1% | +$391 | 0.05% | 234 |
|
|
2021
Q1 | $660K | Sell |
11,775
-538
| -4% | -$27.1K | 0.05% | 246 |
|
|
2020
Q4 | $579K | Sell |
12,313
-875
| -7% | -$39.6K | 0.04% | 247 |
|
|
2020
Q3 | $533K | Buy |
+13,188
| New | +$527K | 0.05% | 234 |
|
Other funds holding ARES
VCM
SMFG
VPM
