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IBM Retirement Fund’s Ares Management ARES Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-3,887
Closed -$287K – 567
2021
Q3 		$287K Hold
3,887
– – 0.02% 586
2021
Q2 		$247K Buy
+3,887
New +$217K 0.02% 665

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IBM Retirement Fund's ARES Position: Q4 2021 in Review

IBM Retirement Fund sold out of Ares Management (ARES) in Q4 2021, closing a stake of 3,887 shares — an estimated $287K sold.

IBM Retirement Fund first reported a position in ARES in Q2 2021 and held it in 2 quarters. The position peaked at $287K in Q3 2021. 367 funds tracked by Wall St. Rank hold ARES as of Q4 2021.

  • IBM Retirement Fund reported no remaining Ares Management position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 3,887 Ares Management shares in Q4 2021, an estimated $287K.
  • IBM Retirement Fund first reported a position in Ares Management in Q2 2021 and held it in 2 quarters.
  • IBM Retirement Fund's Ares Management position peaked at $287K in Q3 2021.
  • 367 funds tracked by Wall St. Rank held Ares Management as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.