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C.M. Bidwell & Associates’s Ares Management ARES Stock Holding History

C.M. Bidwell & Associates’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 		– Sell
-965
Closed -$99.3K – 498
2023
Q3 		$99.3K Hold
965
– – 0.08% 232
2023
Q2 		$93K Hold
965
– – 0.07% 250
2023
Q1 		$80.5K Buy
+965
New +$76.7K 0.06% 256

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

C.M. Bidwell & Associates's ARES Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of Ares Management (ARES) in Q4 2023, closing a stake of 965 shares — an estimated $99.3K sold.

C.M. Bidwell & Associates first reported a position in ARES in Q1 2023 and held it in 3 quarters. The position peaked at $99.3K in Q3 2023. 551 funds tracked by Wall St. Rank hold ARES as of Q4 2023.

  • C.M. Bidwell & Associates reported no remaining Ares Management position as of Q4 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 965 Ares Management shares in Q4 2023, an estimated $99.3K.
  • C.M. Bidwell & Associates first reported a position in Ares Management in Q1 2023 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Ares Management position peaked at $99.3K in Q3 2023.
  • 551 funds tracked by Wall St. Rank held Ares Management as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.