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CSat Investment Advisory’s Ares Management ARES Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-1,046
Closed -$42K – 546
2020
Q3 		$42K Buy
1,046
+145
+16% +$5.79K ﹤0.01% 692
2020
Q2 		$36K Buy
+901
New +$31.8K ﹤0.01% 721

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's ARES Position: Q4 2020 in Review

CSat Investment Advisory sold out of Ares Management (ARES) in Q4 2020, closing a stake of 1,046 shares — an estimated $42K sold.

CSat Investment Advisory first reported a position in ARES in Q2 2020 and held it in 2 quarters. The position peaked at $42K in Q3 2020. 241 funds tracked by Wall St. Rank hold ARES as of Q4 2020.

  • CSat Investment Advisory reported no remaining Ares Management position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,046 Ares Management shares in Q4 2020, an estimated $42K.
  • CSat Investment Advisory first reported a position in Ares Management in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Ares Management position peaked at $42K in Q3 2020.
  • 241 funds tracked by Wall St. Rank held Ares Management as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.