Annapolis Financial Services’s Ares Management ARES Stock Holding History

Annapolis Financial Services’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 Q3	$435	Buy	+3	New	+$435	﹤0.01%	405

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Annapolis Financial Services's ARES Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Ares Management (ARES) in Q3 2024: 3 shares worth $435. The stake represents ﹤0.01% of the portfolio and ranks #405 among its holdings.

655 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

Annapolis Financial Services held 3 shares of Ares Management worth $435 as of Q3 2024.
Ares Management was a new Annapolis Financial Services position in Q3 2024.
Ares Management made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #405 holding.
655 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.