Bollard Group’s Ares Management ARES Stock Holding History

Bollard Group’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 Q3	–	Sell	-5	Closed	–	–	382
2023 Q2	$0	Buy	+5	New	+$432	﹤0.01%	657

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

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

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

Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bollard Group's ARES Position: Q3 2023 in Review

Bollard Group sold out of Ares Management (ARES) in Q3 2023, closing a stake of 5 shares.

Bollard Group first reported a position in ARES in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 488 funds tracked by Wall St. Rank hold ARES as of Q3 2023.

Bollard Group reported no remaining Ares Management position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 5 Ares Management shares in Q3 2023.
Bollard Group first reported a position in Ares Management in Q2 2023 and held it in 1 quarter.
Bollard Group's Ares Management position peaked at $0 in Q2 2023.
488 funds tracked by Wall St. Rank held Ares Management as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.