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Estate Counselors’s Ares Management ARES Stock Holding History

Estate Counselors’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 		– Sell
-16,707
Closed -$949K – 177
2022
Q2 		$949K Buy
+16,707
New +$1.16M 0.14% 92

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Estate Counselors's ARES Position: Q3 2022 in Review

Estate Counselors sold out of Ares Management (ARES) in Q3 2022, closing a stake of 16,707 shares — an estimated $949K sold.

Estate Counselors first reported a position in ARES in Q2 2022 and held it in 1 quarter. The position peaked at $949K in Q2 2022. 371 funds tracked by Wall St. Rank hold ARES as of Q3 2022.

  • Estate Counselors reported no remaining Ares Management position as of Q3 2022 after selling out during the quarter.
  • Estate Counselors sold 16,707 Ares Management shares in Q3 2022, an estimated $949K.
  • Estate Counselors first reported a position in Ares Management in Q2 2022 and held it in 1 quarter.
  • Estate Counselors's Ares Management position peaked at $949K in Q2 2022.
  • 371 funds tracked by Wall St. Rank held Ares Management as of Q3 2022.

Based on Estate Counselors's 13F filing for Q3 2022, filed 4 Nov 2022.