Echo Street Capital Management’s Ares Management ARES Stock Holding History

Echo Street Capital 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
2023 Q1	–	Sell	-7,824	Closed	-$535K	–	487
2022 Q4	$535K	Buy	7,824 +2,582	+49%	+$186K	0.01%	268
2022 Q3	$325K	Sell	5,242 -3,961	-43%	-$277K	﹤0.01%	381
2022 Q2	$523K	Buy	+9,203	New	+$636K	﹤0.01%	302
2020 Q3	–	Sell	-354,051	Closed	-$14.1M	–	129
2020 Q2	$14.1M	Buy	+354,051	New	+$12.5M	0.17%	145

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Echo Street Capital Management's ARES Position: Q1 2023 in Review

Echo Street Capital Management sold out of Ares Management (ARES) in Q1 2023, closing a stake of 7,824 shares — an estimated $535K sold.

Echo Street Capital Management first reported a position in ARES in Q2 2020 and held it in 4 quarters. The position peaked at $14.1M in Q2 2020. 438 funds tracked by Wall St. Rank hold ARES as of Q1 2023.

Echo Street Capital Management reported no remaining Ares Management position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 7,824 Ares Management shares in Q1 2023, an estimated $535K.
Echo Street Capital Management first reported a position in Ares Management in Q2 2020 and held it in 4 quarters.
Echo Street Capital Management's Ares Management position peaked at $14.1M in Q2 2020.
438 funds tracked by Wall St. Rank held Ares Management as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.