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Caldwell Investment Management’s Ares Management ARES Stock Holding History

Caldwell Investment 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
2025
Q1 		– Sell
-10,300
Closed -$1.84M – 33
2024
Q4 		$1.84M Buy
10,300
+5,900
+134% +$1.01M 1.24% 17
2024
Q3 		$690K Sell
4,400
-1,900
-30% -$276K 0.48% 30
2024
Q2 		$838K Hold
6,300
– – 0.63% 32
2024
Q1 		$837K Buy
+6,300
New +$805K 0.62% 31

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 $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Caldwell Investment Management's ARES Position: Q1 2025 in Review

Caldwell Investment Management sold out of Ares Management (ARES) in Q1 2025, closing a stake of 10,300 shares — an estimated $1.84M sold.

Caldwell Investment Management first reported a position in ARES in Q1 2024 and held it in 4 quarters. The position peaked at $1.84M in Q4 2024. 739 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

  • Caldwell Investment Management reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
  • Caldwell Investment Management sold 10,300 Ares Management shares in Q1 2025, an estimated $1.84M.
  • Caldwell Investment Management first reported a position in Ares Management in Q1 2024 and held it in 4 quarters.
  • Caldwell Investment Management's Ares Management position peaked at $1.84M in Q4 2024.
  • 739 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Caldwell Investment Management's 13F filing for Q1 2025, filed 13 May 2025.