CMA
ARCC icon

Cedar Mountain Advisors’s Ares Capital ARCC Stock Holding History

Cedar Mountain Advisors’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,330
Closed -$27.8K – 373
2024
Q3 		$27.8K Buy
1,330
+30
+2% +$623 0.01% 122
2024
Q2 		$27.1K Hold
1,300
– – 0.01% 112
2024
Q1 		$27.1K Hold
1,300
– – 0.01% 114
2023
Q4 		$26K Hold
1,300
– – 0.01% 110
2023
Q3 		$25.3K Buy
+1,300
New +$25.2K 0.01% 100

Other funds holding ARCC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cedar Mountain Advisors's ARCC Position: Q4 2024 in Review

Cedar Mountain Advisors sold out of Ares Capital (ARCC) in Q4 2024, closing a stake of 1,330 shares — an estimated $27.8K sold.

Cedar Mountain Advisors first reported a position in ARCC in Q3 2023 and held it in 5 quarters. The position peaked at $27.8K in Q3 2024. 826 funds tracked by Wall St. Rank hold ARCC as of Q4 2024.

  • Cedar Mountain Advisors reported no remaining Ares Capital position as of Q4 2024 after selling out during the quarter.
  • Cedar Mountain Advisors sold 1,330 Ares Capital shares in Q4 2024, an estimated $27.8K.
  • Cedar Mountain Advisors first reported a position in Ares Capital in Q3 2023 and held it in 5 quarters.
  • Cedar Mountain Advisors's Ares Capital position peaked at $27.8K in Q3 2024.
  • 826 funds tracked by Wall St. Rank held Ares Capital as of Q4 2024.

Based on Cedar Mountain Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.