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Cambridge Trust’s Ares Management ARES Stock Holding History

Cambridge Trust’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
2024
Q1 		$33.2K Hold
250
– – ﹤0.01% 470
2023
Q4 		$29.7K Hold
250
– – ﹤0.01% 468
2023
Q3 		$25.7K Hold
250
– – ﹤0.01% 476
2023
Q2 		$24.1K Hold
250
– – ﹤0.01% 502
2023
Q1 		$20.9K Hold
250
– – ﹤0.01% 551
2022
Q4 		$17K Hold
250
– – ﹤0.01% 573
2022
Q3 		$15K Hold
250
– – ﹤0.01% 590
2022
Q2 		$14K Hold
250
– – ﹤0.01% 640
2022
Q1 		$20K Hold
250
– – ﹤0.01% 664
2021
Q4 		$20K Buy
+250
New +$20.3K ﹤0.01% 684

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cambridge Trust's ARES Position: Q1 2024 in Review

Cambridge Trust held its Ares Management (ARES) position steady in Q1 2024 at 250 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Cambridge Trust first reported a position in ARES in Q4 2021 and has held it in 10 quarters since. 604 funds tracked by Wall St. Rank hold ARES as of Q1 2024.

  • Cambridge Trust held 250 shares of Ares Management worth $33.2K as of Q1 2024.
  • Cambridge Trust left its Ares Management share count unchanged in Q1 2024.
  • Ares Management made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #470 holding.
  • Cambridge Trust first reported a position in Ares Management in Q4 2021 and has held it in 10 quarters since.
  • 604 funds tracked by Wall St. Rank held Ares Management as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.