Cumberland 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
$3.89M Sell
22,465
-11,565
-34% -$2M 0.27% 68
2025
Q1
$4.99M Sell
34,030
-17,485
-34% -$2.56M 0.38% 51
2024
Q4
$9.12M Hold
51,515
0.64% 38
2024
Q3
$8.03M Sell
51,515
-14,440
-22% -$2.25M 0.56% 39
2024
Q2
$8.79M Buy
65,955
+3,290
+5% +$438K 0.64% 36
2024
Q1
$8.33M Sell
62,665
-9,945
-14% -$1.32M 0.6% 36
2023
Q4
$8.59M Buy
72,610
+24,360
+50% +$2.88M 0.79% 33
2023
Q3
$4.96M Buy
+48,250
New +$4.96M 0.48% 47