AM
SMC

Ares Management’s Summit Midstream SMC Stock Holding History

Ares Management’s Portfolio SMC Stock Details SMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-80,594
Closed -$3.04M – 35
2024
Q4 		$3.04M Sell
80,594
-117,976
-59% -$4.24M 0.11% 26
2024
Q3 		$6.96M Sell
198,570
-70,077
-26% -$2.53M 0.19% 21
2024
Q2 		$9.55M Sell
268,647
-72,700
-21% -$2.29M 0.28% 20
2024
Q1 		$9.58M Sell
341,347
-30,281
-8% -$566K 0.22% 23
2023
Q4 		$6.66M Buy
371,628
+25,000
+7% +$467K 0.16% 26
2023
Q3 		$4.8M Hold
346,628
– – 0.12% 25
2023
Q2 		$5.63M Hold
346,628
– – 0.12% 28
2023
Q1 		$5.32M Sell
346,628
-10,000
-3% -$169K 0.29% 26
2022
Q4 		$5.95M Hold
356,628
– – 0.29% 27
2022
Q3 		$5.36M Hold
356,628
– – 0.25% 28
2022
Q2 		$4.54M Hold
356,628
– – 0.23% 27
2022
Q1 		$5.31M Buy
356,628
+85,000
+31% +$1.74M 0.2% 26
2021
Q4 		$6.03M Hold
271,628
– – 0.17% 28
2021
Q3 		$9.66M Sell
271,628
-24,681
-8% -$873K 0.32% 22
2021
Q2 		$9M Sell
296,309
-5,219
-2% -$131K 0.32% 21
2021
Q1 		$7.11M Sell
301,528
-10,615
-3% -$216K 0.31% 22
2020
Q4 		$3.9M Buy
+312,143
New +$4.02M 0.17% 21

Other funds holding SMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Ares Management's SMC Position: Q1 2025 in Review

Ares Management sold out of Summit Midstream (SMC) in Q1 2025, closing a stake of 80,594 shares — an estimated $3.04M sold.

Ares Management first reported a position in SMC in Q4 2020 and held it in 17 quarters. The position peaked at $9.66M in Q3 2021. 61 funds tracked by Wall St. Rank hold SMC as of Q1 2025.

  • Ares Management reported no remaining Summit Midstream position as of Q1 2025 after selling out during the quarter.
  • Ares Management sold 80,594 Summit Midstream shares in Q1 2025, an estimated $3.04M.
  • Ares Management first reported a position in Summit Midstream in Q4 2020 and held it in 17 quarters.
  • Ares Management's Summit Midstream position peaked at $9.66M in Q3 2021.
  • 61 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2025.

Based on Ares Management's 13F filing for Q1 2025, filed 15 May 2025.