Halpern Financial’s Ares Management ARES Stock Holding History

Halpern Financial’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
2023 Q3	–	Sell	-93	Closed	-$8.96K	–	217
2023 Q2	$8.96K	Buy	+93	New	+$8.04K	﹤0.01%	162

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Halpern Financial's ARES Position: Q3 2023 in Review

Halpern Financial sold out of Ares Management (ARES) in Q3 2023, closing a stake of 93 shares — an estimated $8.96K sold.

Halpern Financial first reported a position in ARES in Q2 2023 and held it in 1 quarter. The position peaked at $8.96K in Q2 2023. 489 funds tracked by Wall St. Rank hold ARES as of Q3 2023.

Halpern Financial reported no remaining Ares Management position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 93 Ares Management shares in Q3 2023, an estimated $8.96K.
Halpern Financial first reported a position in Ares Management in Q2 2023 and held it in 1 quarter.
Halpern Financial's Ares Management position peaked at $8.96K in Q2 2023.
489 funds tracked by Wall St. Rank held Ares Management as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.