Evercore Wealth Management’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6M | Buy |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $22.6M | Sell |
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|
2024
Q3 | $21.7M | Buy |
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|
2024
Q2 | $8.6M | Hold |
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|
2024
Q1 | $8.6M | Buy |
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|
2023
Q4 | $5.28M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $10K | Hold |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $11K | Hold |
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|
2016
Q3 | $10K | Hold |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $9K | Hold |
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|
2015
Q4 | $9K | Hold |
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|
2015
Q3 | $9K | Sell |
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|
2015
Q2 | $24K | Buy |
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|
2015
Q1 | $14K | Sell |
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|
2014
Q4 | $25K | Sell |
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|
2014
Q3 | $42K | Hold |
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|
2014
Q2 | $47K | Sell |
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|
2014
Q1 | $117K | Buy |
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|
2013
Q4 | $114K | Buy |
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|
2013
Q3 | $42K | Hold |
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|
2013
Q2 | $42K | Buy |
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