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Barnett & Company’s Ares Management ARES Stock Holding History

Barnett & Company’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
2020
Q1 		– Sell
-263
Closed -$9K – 354
2019
Q4 		$9K Buy
263
+244
+1,284% +$7.58K 0.01% 324
2019
Q3 		$1K Buy
+19
New +$543 ﹤0.01% 342

Other funds holding ARES

SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Barnett & Company's ARES Position: Q1 2020 in Review

Barnett & Company sold out of Ares Management (ARES) in Q1 2020, closing a stake of 263 shares — an estimated $9K sold.

Barnett & Company first reported a position in ARES in Q3 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 182 funds tracked by Wall St. Rank hold ARES as of Q1 2020.

  • Barnett & Company reported no remaining Ares Management position as of Q1 2020 after selling out during the quarter.
  • Barnett & Company sold 263 Ares Management shares in Q1 2020, an estimated $9K.
  • Barnett & Company first reported a position in Ares Management in Q3 2019 and held it in 2 quarters.
  • Barnett & Company's Ares Management position peaked at $9K in Q4 2019.
  • 182 funds tracked by Wall St. Rank held Ares Management as of Q1 2020.

Based on Barnett & Company's 13F filing for Q1 2020, filed 23 Apr 2020.