Berman Capital Advisors’s Ares Management ARES Stock Holding History

Berman Capital Advisors’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
2021 Q3	$61K	Buy	838 +26	+3%	+$1.87K	0.01%	594
2021 Q2	$51K	Buy	812 +7	+0.9%	+$391	0.01%	564
2021 Q1	$44K	Buy	805 +4	+0.5%	+$201	0.01%	521
2020 Q4	$37K	Sell	801 -20	-2%	-$905	0.01%	484
2020 Q3	$33K	Buy	821 +74	+10%	+$2.96K	0.01%	448
2020 Q2	$29K	Buy	747 +186	+33%	+$6.57K	0.01%	446
2020 Q1	$17K	Buy	+561	New	+$19.6K	0.01%	533

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's ARES Position: Q3 2021 in Review

Berman Capital Advisors increased its Ares Management (ARES) stake by 3.2% in Q3 2021, buying an estimated $1.87K and bringing the position to 838 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #594.

Berman Capital Advisors first reported a position in ARES in Q1 2020 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold ARES as of Q3 2021.

Berman Capital Advisors held 838 shares of Ares Management worth $61K as of Q3 2021.
Berman Capital Advisors bought 26 Ares Management shares in Q3 2021, an estimated $1.87K.
Ares Management made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #594 holding.
Berman Capital Advisors first reported a position in Ares Management in Q1 2020 and has held it in 7 quarters since.
297 funds tracked by Wall St. Rank held Ares Management as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.