HWM
ARES icon

Hohimer Wealth Management’s Ares Management ARES Stock Holding History

Hohimer Wealth Management’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
2024
Q2 		– Sell
-40,223
Closed -$5.35M – 218
2024
Q1 		$5.35M Sell
40,223
-1,125
-3% -$144K 1.25% 13
2023
Q4 		$4.92M Buy
41,348
+323
+0.8% +$35.1K 1.25% 17
2023
Q3 		$4.22M Sell
41,025
-1,435
-3% -$145K 1.21% 15
2023
Q2 		$4.09M Sell
42,460
-1,266
-3% -$109K 1.13% 17
2023
Q1 		$3.65M Sell
43,726
-976
-2% -$77.6K 1.06% 25
2022
Q4 		$3.06M Sell
44,702
-816
-2% -$58.9K 0.98% 32
2022
Q3 		$2.82M Buy
45,518
+460
+1% +$32.2K 0.91% 41
2022
Q2 		$2.56M Sell
45,058
-5,899
-12% -$408K 0.76% 60
2022
Q1 		$4.14M Buy
50,957
+2,275
+5% +$175K 0.82% 35
2021
Q4 		$3.96M Sell
48,682
-4,102
-8% -$334K 0.83% 38
2021
Q3 		$3.9M Sell
52,784
-1,571
-3% -$113K 0.82% 42
2021
Q2 		$3.46M Buy
+54,355
New +$3.04M 0.71% 54

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $1.56T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hohimer Wealth Management's ARES Position: Q2 2024 in Review

Hohimer Wealth Management sold out of Ares Management (ARES) in Q2 2024, closing a stake of 40,223 shares — an estimated $5.35M sold.

Hohimer Wealth Management first reported a position in ARES in Q2 2021 and held it in 12 quarters. The position peaked at $5.35M in Q1 2024. 614 funds tracked by Wall St. Rank hold ARES as of Q2 2024.

  • Hohimer Wealth Management reported no remaining Ares Management position as of Q2 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 40,223 Ares Management shares in Q2 2024, an estimated $5.35M.
  • Hohimer Wealth Management first reported a position in Ares Management in Q2 2021 and held it in 12 quarters.
  • Hohimer Wealth Management's Ares Management position peaked at $5.35M in Q1 2024.
  • 614 funds tracked by Wall St. Rank held Ares Management as of Q2 2024.

Based on Hohimer Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.