Caldwell Investment Management’s Ares Management ARES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,300	Closed	-$1.84M	–	33
2024 Q4	$1.84M	Buy	10,300 +5,900	+134%	+$1.05M	1.24%	17
2024 Q3	$690K	Sell	4,400 -1,900	-30%	-$298K	0.48%	30
2024 Q2	$838K	Hold	6,300	–	–	0.63%	32
2024 Q1	$837K	Buy	+6,300	New	+$837K	0.62%	31