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Bartlett & Co’s Ares Management ARES Stock Holding History

Bartlett & Co’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 		$17K Buy
+145
New +$15.7K ﹤0.01% 905
2022
Q4 		– Sell
-13
Closed -$1K – 1076
2022
Q3 		$1K Sell
13
-46
-78% -$3.22K ﹤0.01% 1087
2022
Q2 		$3K Buy
+59
New +$4.08K ﹤0.01% 1102

Other funds holding ARES

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
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

Bartlett & Co's ARES Position: Q4 2023 in Review

Bartlett & Co opened a new position in Ares Management (ARES) in Q4 2023: 145 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Bartlett & Co previously reported a position in ARES as recently as Q3 2022.

Bartlett & Co first reported a position in ARES in Q2 2022 and has held it in 3 quarters since. 551 funds tracked by Wall St. Rank hold ARES as of Q4 2023.

  • Bartlett & Co held 145 shares of Ares Management worth $17K as of Q4 2023.
  • Ares Management was a new Bartlett & Co position in Q4 2023.
  • Ares Management made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #905 holding.
  • Bartlett & Co first reported a position in Ares Management in Q2 2022 and has held it in 3 quarters since.
  • 551 funds tracked by Wall St. Rank held Ares Management as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.