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BerganKDV Wealth Management’s Ares Management ARES Stock Holding History

BerganKDV Wealth 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
Q2 		$579 Hold
6
– – ﹤0.01% 802
2023
Q1 		$501 Hold
6
– – ﹤0.01% 973
2022
Q4 		$411 Buy
+6
New +$433 ﹤0.01% 964

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BerganKDV Wealth Management's ARES Position: Q2 2023 in Review

BerganKDV Wealth Management held its Ares Management (ARES) position steady in Q2 2023 at 6 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #802.

BerganKDV Wealth Management first reported a position in ARES in Q4 2022 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold ARES as of Q2 2023.

  • BerganKDV Wealth Management held 6 shares of Ares Management worth $579 as of Q2 2023.
  • BerganKDV Wealth Management left its Ares Management share count unchanged in Q2 2023.
  • Ares Management made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #802 holding.
  • BerganKDV Wealth Management first reported a position in Ares Management in Q4 2022 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held Ares Management as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.