Concurrent Investment Advisors’s Ares Management ARES Stock Holding History

Concurrent Investment Advisors’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
2025 Q2	$922K	Sell
2025 Q1	$1.33M	Buy
2024 Q4	$1.02M	Sell
2024 Q3	$948K	Buy
2024 Q2	$773K	Buy
2024 Q1	$677K	Sell
2023 Q4	$695K	Buy