Charles D. Hyman’s Ares Capital ARCC Stock Holding History

Charles D. Hyman’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 Q2	$375K	Buy	18,010 +300	+2%	+$6.27K	0.02%	183
2024 Q1	$369K	Hold	17,710	–	–	0.02%	189
2023 Q4	$355K	Hold	17,710	–	–	0.02%	189
2023 Q3	$345K	Hold	17,710	–	–	0.02%	180
2023 Q2	$333K	Hold	17,710	–	–	0.02%	188
2023 Q1	$324K	Hold	17,710	–	–	0.02%	191
2022 Q4	$327K	Hold	17,710	–	–	0.02%	189
2022 Q3	$299K	Hold	17,710	–	–	0.02%	184
2022 Q2	$318K	Hold	17,710	–	–	0.02%	189
2022 Q1	$371K	Buy	17,710 +1,400	+9%	+$29.8K	0.02%	188
2021 Q4	$346K	Buy	16,310 +3,000	+23%	+$62.3K	0.02%	196
2021 Q3	$271K	Buy	13,310 +1,000	+8%	+$20K	0.02%	209
2021 Q2	$241K	Buy	12,310 +1,714	+16%	+$33.2K	0.02%	223
2021 Q1	$198K	Hold	10,596	–	–	0.01%	228
2020 Q4	$179K	Hold	10,596	–	–	0.01%	227
2020 Q3	$148K	Hold	10,596	–	–	0.01%	218
2020 Q2	$153K	Buy	10,596 +86	+0.8%	+$1.16K	0.01%	211
2020 Q1	$113K	Hold	10,510	–	–	0.01%	180
2019 Q4	$196K	Hold	10,510	–	–	0.02%	201
2019 Q3	$196K	Hold	10,510	–	–	0.02%	183
2019 Q2	$189K	Hold	10,510	–	–	0.02%	184
2019 Q1	$180K	Hold	10,510	–	–	0.02%	181
2018 Q4	$164K	Hold	10,510	–	–	0.02%	165
2018 Q3	$181K	Hold	10,510	–	–	0.02%	173
2018 Q2	$173K	Hold	10,510	–	–	0.02%	170
2018 Q1	$167K	Buy	+10,510	New	+$167K	0.02%	170

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles D. Hyman's ARCC Position: Q2 2024 in Review

Charles D. Hyman increased its Ares Capital (ARCC) stake by 1.7% in Q2 2024, buying an estimated $6.27K and bringing the position to 18,010 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #183.

Charles D. Hyman first reported a position in ARCC in Q1 2018 and has held it in 26 quarters since. 733 funds tracked by Wall St. Rank hold ARCC as of Q2 2024.

Charles D. Hyman held 18,010 shares of Ares Capital worth $375K as of Q2 2024.
Charles D. Hyman bought 300 Ares Capital shares in Q2 2024, an estimated $6.27K.
Ares Capital made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #183 holding.
Charles D. Hyman first reported a position in Ares Capital in Q1 2018 and has held it in 26 quarters since.
733 funds tracked by Wall St. Rank held Ares Capital as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.