EFG Capital International’s Ares Management ARES Stock Holding History

EFG Capital International’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 Q2	$3.8M	Buy	+39,392	New	+$3.41M	0.88%	38

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

EFG Capital International's ARES Position: Q2 2023 in Review

EFG Capital International opened a new position in Ares Management (ARES) in Q2 2023: 39,392 shares worth $3.8M. The stake represents 0.88% of the portfolio and ranks #38 among its holdings.

445 funds tracked by Wall St. Rank hold ARES as of Q2 2023.

EFG Capital International held 39,392 shares of Ares Management worth $3.8M as of Q2 2023.
Ares Management was a new EFG Capital International position in Q2 2023.
Ares Management made up 0.88% of EFG Capital International's portfolio in Q2 2023, its #38 holding.
445 funds tracked by Wall St. Rank held Ares Management as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.