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Cowen Prime Advisors’s Ares Management ARES Stock Holding History

Cowen Prime 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
2023
Q2 		$222K Hold
2,300
– – 0.08% 82
2023
Q1 		$201K Hold
2,300
– – 0.08% 83
2022
Q4 		$157K Buy
+2,300
New +$166K 0.06% 92
2018
Q4 		– Sell
-13,500
Closed -$313K – 185
2018
Q3 		$313K Buy
+13,500
New +$290K 0.15% 73

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cowen Prime Advisors's ARES Position: Q2 2023 in Review

Cowen Prime Advisors held its Ares Management (ARES) position steady in Q2 2023 at 2,300 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #82.

Cowen Prime Advisors first reported a position in ARES in Q3 2018 and has held it in 4 quarters since. The position peaked at $313K in Q3 2018. 446 funds tracked by Wall St. Rank hold ARES as of Q2 2023.

  • Cowen Prime Advisors held 2,300 shares of Ares Management worth $222K as of Q2 2023.
  • Cowen Prime Advisors left its Ares Management share count unchanged in Q2 2023.
  • Ares Management made up 0.08% of Cowen Prime Advisors's portfolio in Q2 2023, its #82 holding.
  • Cowen Prime Advisors first reported a position in Ares Management in Q3 2018 and has held it in 4 quarters since.
  • Cowen Prime Advisors's Ares Management position peaked at $313K in Q3 2018.
  • 446 funds tracked by Wall St. Rank held Ares Management as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.