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Capital Insight Partners’s Ares Management ARES Stock Holding History

Capital Insight Partners’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 		– Sell
-4,494
Closed -$534K – 163
2023
Q4 		$534K Buy
4,494
+378
+9% +$41K 0.11% 113
2023
Q3 		$423K Buy
4,116
+434
+12% +$43.9K 0.1% 119
2023
Q2 		$355K Buy
3,682
+1,007
+38% +$87K 0.08% 128
2023
Q1 		$223K Buy
+2,675
New +$213K 0.05% 157

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Insight Partners's ARES Position: Q1 2024 in Review

Capital Insight Partners sold out of Ares Management (ARES) in Q1 2024, closing a stake of 4,494 shares — an estimated $534K sold.

Capital Insight Partners first reported a position in ARES in Q1 2023 and held it in 4 quarters. The position peaked at $534K in Q4 2023. 607 funds tracked by Wall St. Rank hold ARES as of Q1 2024.

  • Capital Insight Partners reported no remaining Ares Management position as of Q1 2024 after selling out during the quarter.
  • Capital Insight Partners sold 4,494 Ares Management shares in Q1 2024, an estimated $534K.
  • Capital Insight Partners first reported a position in Ares Management in Q1 2023 and held it in 4 quarters.
  • Capital Insight Partners's Ares Management position peaked at $534K in Q4 2023.
  • 607 funds tracked by Wall St. Rank held Ares Management as of Q1 2024.

Based on Capital Insight Partners's 13F filing for Q1 2024, filed 16 Apr 2024.