Alta Advisers’s Ares Management ARES Stock Holding History

Alta Advisers’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 Q4	–	Sell	-300	Closed	-$46.8K	–	170
2024 Q3	$46.8K	Buy	+300	New	+$43.5K	0.02%	404

Other funds holding ARES

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

SMFG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alta Advisers's ARES Position: Q4 2024 in Review

Alta Advisers sold out of Ares Management (ARES) in Q4 2024, closing a stake of 300 shares — an estimated $46.8K sold.

Alta Advisers first reported a position in ARES in Q3 2024 and held it in 1 quarter. The position peaked at $46.8K in Q3 2024. 730 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

Alta Advisers reported no remaining Ares Management position as of Q4 2024 after selling out during the quarter.
Alta Advisers sold 300 Ares Management shares in Q4 2024, an estimated $46.8K.
Alta Advisers first reported a position in Ares Management in Q3 2024 and held it in 1 quarter.
Alta Advisers's Ares Management position peaked at $46.8K in Q3 2024.
730 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.