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Disciplined Investments’s Ares Management ARES Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-9
Closed -$867 – 204
2023
Q2 		$867 Sell
9
-1
-10% -$86 ﹤0.01% 1025
2023
Q1 		$834 Buy
10
+2
+25% +$159 ﹤0.01% 1040
2022
Q4 		$548 Sell
8
-1
-11% -$72 ﹤0.01% 1159
2022
Q3 		$1K Buy
9
+4
+80% +$280 ﹤0.01% 778
2022
Q2 		$0 Sell
5
-3
-38% -$207 ﹤0.01% 1249
2022
Q1 		$1K Sell
8
-192
-96% -$14.7K ﹤0.01% 858
2021
Q4 		$16K Buy
+200
New +$16.3K 0.01% 325

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return