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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

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SMFG
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return