Cerity Partners’s Ares Management ARES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.49M Sell
25,926
-919
-3% -$159K 0.01% 852
2025
Q1
$3.94M Sell
26,845
-501
-2% -$73.5K 0.01% 821
2024
Q4
$4.81M Buy
27,346
+17,229
+170% +$3.03M 0.01% 727
2024
Q3
$1.58M Buy
10,117
+6,525
+182% +$1.02M ﹤0.01% 1198
2024
Q2
$479K Buy
3,592
+345
+11% +$46K ﹤0.01% 1562
2024
Q1
$432K Sell
3,247
-13,325
-80% -$1.77M ﹤0.01% 1667
2023
Q4
$1.97M Buy
+16,572
New +$1.97M 0.01% 772