Caldwell Investment Management’s Ares Management ARES Stock Holding History

Caldwell Investment Management’s Portfolio ARES Stock Details ARES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$1.84M	Buy
2024 Q3	$690K	Sell
2024 Q2	$838K	Hold
2024 Q1	$837K	Buy