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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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Disciplined Investments's ARES Position: Q3 2023 in Review

Disciplined Investments sold out of Ares Management (ARES) in Q3 2023, closing a stake of 9 shares — an estimated $867 sold.

Disciplined Investments first reported a position in ARES in Q4 2021 and held it in 7 quarters. The position peaked at $16K in Q4 2021. 489 funds tracked by Wall St. Rank hold ARES as of Q3 2023.

  • Disciplined Investments reported no remaining Ares Management position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 Ares Management shares in Q3 2023, an estimated $867.
  • Disciplined Investments first reported a position in Ares Management in Q4 2021 and held it in 7 quarters.
  • Disciplined Investments's Ares Management position peaked at $16K in Q4 2021.
  • 489 funds tracked by Wall St. Rank held Ares Management as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.