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Baker Avenue Asset Management’s Ares Management ARES Stock Holding History

Baker Avenue Asset Management’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
2023
Q4 		– Sell
-6
Closed -$617 – 439
2023
Q3 		$617 Hold
6
– – ﹤0.01% 1390
2023
Q2 		$578 Hold
6
– – ﹤0.01% 1355
2023
Q1 		$501 Hold
6
– – ﹤0.01% 1431
2022
Q4 		$411 Buy
+6
New +$433 ﹤0.01% 1422

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baker Avenue Asset Management's ARES Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Ares Management (ARES) in Q4 2023, closing a stake of 6 shares — an estimated $617 sold.

Baker Avenue Asset Management first reported a position in ARES in Q4 2022 and held it in 4 quarters. The position peaked at $617 in Q3 2023. 551 funds tracked by Wall St. Rank hold ARES as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Ares Management position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 6 Ares Management shares in Q4 2023, an estimated $617.
  • Baker Avenue Asset Management first reported a position in Ares Management in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Ares Management position peaked at $617 in Q3 2023.
  • 551 funds tracked by Wall St. Rank held Ares Management as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.