Capital Research Global Investors’s Ares Management ARES Stock Holding History

Capital Research Global Investors’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 Q4	–	Sell	-45,670	Closed	-$7.12M	–	440
2024 Q3	$7.12M	Hold	45,670	–	–	﹤0.01%	395
2024 Q2	$6.09M	Hold	45,670	–	–	﹤0.01%	397
2024 Q1	$6.07M	Hold	45,670	–	–	﹤0.01%	396
2023 Q4	$5.43M	Hold	45,670	–	–	﹤0.01%	390
2023 Q3	$4.7M	Hold	45,670	–	–	﹤0.01%	395
2023 Q2	$4.4M	Hold	45,670	–	–	﹤0.01%	403
2023 Q1	$3.81M	Hold	45,670	–	–	﹤0.01%	413
2022 Q4	$3.13M	Hold	45,670	–	–	﹤0.01%	420
2022 Q3	$2.83M	Hold	45,670	–	–	﹤0.01%	415
2022 Q2	$2.6M	Hold	45,670	–	–	﹤0.01%	411
2022 Q1	$3.71M	Hold	45,670	–	–	﹤0.01%	426
2021 Q4	$3.71M	Hold	45,670	–	–	﹤0.01%	428
2021 Q3	$3.37M	Hold	45,670	–	–	﹤0.01%	431
2021 Q2	$2.9M	Hold	45,670	–	–	﹤0.01%	428
2021 Q1	$2.56M	Hold	45,670	–	–	﹤0.01%	418
2020 Q4	$2.15M	Hold	45,670	–	–	﹤0.01%	391
2020 Q3	$1.85M	Hold	45,670	–	–	﹤0.01%	392
2020 Q2	$1.81M	Hold	45,670	–	–	﹤0.01%	390
2020 Q1	$1.41M	Hold	45,670	–	–	﹤0.01%	380
2019 Q4	$1.63M	Buy	45,670 +28,870	+172%	+$897K	﹤0.01%	392
2019 Q3	$450K	Hold	16,800	–	–	﹤0.01%	402
2019 Q2	$440K	Buy	+16,800	New	+$427K	﹤0.01%	389

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors's ARES Position: Q4 2024 in Review

Capital Research Global Investors sold out of Ares Management (ARES) in Q4 2024, closing a stake of 45,670 shares — an estimated $7.12M sold.

Capital Research Global Investors first reported a position in ARES in Q2 2019 and held it in 22 quarters. The position peaked at $7.12M in Q3 2024. 735 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

Capital Research Global Investors reported no remaining Ares Management position as of Q4 2024 after selling out during the quarter.
Capital Research Global Investors sold 45,670 Ares Management shares in Q4 2024, an estimated $7.12M.
Capital Research Global Investors first reported a position in Ares Management in Q2 2019 and held it in 22 quarters.
Capital Research Global Investors's Ares Management position peaked at $7.12M in Q3 2024.
735 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on Capital Research Global Investors's 13F filing for Q4 2024, filed 13 Feb 2025.