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Aspetuck Financial Management’s Ares Capital ARCC Stock Holding History

Aspetuck Financial Management’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,100
Closed -$46K – 81
2024
Q4 		$46K Buy
+2,100
New +$45.3K 0.04% 107

Other funds holding ARCC

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Aspetuck Financial Management's ARCC Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Ares Capital (ARCC) in Q1 2025, closing a stake of 2,100 shares — an estimated $46K sold.

Aspetuck Financial Management first reported a position in ARCC in Q4 2024 and held it in 1 quarter. The position peaked at $46K in Q4 2024. 828 funds tracked by Wall St. Rank hold ARCC as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Ares Capital position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 2,100 Ares Capital shares in Q1 2025, an estimated $46K.
  • Aspetuck Financial Management first reported a position in Ares Capital in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Ares Capital position peaked at $46K in Q4 2024.
  • 828 funds tracked by Wall St. Rank held Ares Capital as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.