Eaton Vance Management’s Ares Management ARES Stock Holding History

Eaton Vance Management’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
2022 Q3	$4.69M	Buy	75,732 +152	+0.2%	+$10.6K	0.01%	803
2022 Q2	$4.3M	Sell	75,580 -31,189	-29%	-$2.16M	0.01%	853
2022 Q1	$8.67M	Buy	106,769 +61,997	+138%	+$4.76M	0.01%	736
2021 Q4	$3.64M	Buy	+44,772	New	+$3.64M	﹤0.01%	862
2021 Q2	–	Sell	-30	Closed	-$2K	–	2812
2021 Q1	$2K	Buy	+30	New	+$1.51K	﹤0.01%	2749

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Eaton Vance Management's ARES Position: Q3 2022 in Review

Eaton Vance Management increased its Ares Management (ARES) stake by 0.2% in Q3 2022, buying an estimated $10.6K and bringing the position to 75,732 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #803.

Eaton Vance Management first reported a position in ARES in Q1 2021 and has held it in 5 quarters since. The position peaked at $8.67M in Q1 2022. 371 funds tracked by Wall St. Rank hold ARES as of Q3 2022.

Eaton Vance Management held 75,732 shares of Ares Management worth $4.69M as of Q3 2022.
Eaton Vance Management bought 152 Ares Management shares in Q3 2022, an estimated $10.6K.
Ares Management made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #803 holding.
Eaton Vance Management first reported a position in Ares Management in Q1 2021 and has held it in 5 quarters since.
Eaton Vance Management's Ares Management position peaked at $8.67M in Q1 2022.
371 funds tracked by Wall St. Rank held Ares Management as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.