Ellevest Inc’s Ares Management ARES Stock Holding History

Ellevest Inc’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
2021 Q4	–	Sell	-10	Closed	-$1K	–	1400
2021 Q3	$1K	Buy	+10	New	+$720	﹤0.01%	1222

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Ellevest Inc's ARES Position: Q4 2021 in Review

Ellevest Inc sold out of Ares Management (ARES) in Q4 2021, closing a stake of 10 shares — an estimated $1K sold.

Ellevest Inc first reported a position in ARES in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 367 funds tracked by Wall St. Rank hold ARES as of Q4 2021.

Ellevest Inc reported no remaining Ares Management position as of Q4 2021 after selling out during the quarter.
Ellevest Inc sold 10 Ares Management shares in Q4 2021, an estimated $1K.
Ellevest Inc first reported a position in Ares Management in Q3 2021 and held it in 1 quarter.
Ellevest Inc's Ares Management position peaked at $1K in Q3 2021.
367 funds tracked by Wall St. Rank held Ares Management as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.