FORA Capital’s Ares Management ARES Stock Holding History

FORA Capital’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
2025 Q1	–	Sell	-23,981	Closed	-$4.25M	–	496
2024 Q4	$4.25M	Buy	23,981 +5,132	+27%	+$876K	0.49%	65
2024 Q3	$2.94M	Sell	18,849 -9,307	-33%	-$1.35M	0.35%	83
2024 Q2	$3.75M	Buy	28,156 +2,334	+9%	+$319K	0.46%	73
2024 Q1	$3.43M	Buy	+25,822	New	+$3.3M	0.28%	105
2022 Q4	–	Sell	-5,574	Closed	-$345K	–	455
2022 Q3	$345K	Sell	5,574 -217	-4%	-$15.2K	0.07%	307
2022 Q2	$329K	Buy	+5,791	New	+$401K	0.07%	321
2021 Q2	–	Sell	-3,206	Closed	-$180K	–	868
2021 Q1	$180K	Sell	3,206 -8,827	-73%	-$444K	0.06%	304
2020 Q4	$566K	Buy	12,033 +9,008	+298%	+$408K	0.09%	259
2020 Q3	$122K	Buy	3,025 +2,514	+492%	+$100K	0.08%	263
2020 Q2	$20K	Buy	+511	New	+$18.1K	0.01%	800

Other funds holding ARES

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

FORA Capital's ARES Position: Q1 2025 in Review

FORA Capital sold out of Ares Management (ARES) in Q1 2025, closing a stake of 23,981 shares — an estimated $4.25M sold.

FORA Capital first reported a position in ARES in Q2 2020 and held it in 10 quarters. The position peaked at $4.25M in Q4 2024. 745 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

FORA Capital reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
FORA Capital sold 23,981 Ares Management shares in Q1 2025, an estimated $4.25M.
FORA Capital first reported a position in Ares Management in Q2 2020 and held it in 10 quarters.
FORA Capital's Ares Management position peaked at $4.25M in Q4 2024.
745 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on FORA Capital's 13F filing for Q1 2025, filed 14 May 2025.