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InceptionR’s Ares Management ARES Stock Holding History

InceptionR’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
Q3 		– Sell
-5,273
Closed -$913K – 671
2025
Q2 		$913K Buy
+5,273
New +$834K 0.21% 168
2025
Q1 		– Sell
-8,351
Closed -$1.48M – 542
2024
Q4 		$1.48M Buy
8,351
+992
+13% +$169K 0.33% 74
2024
Q3 		$1.15M Buy
7,359
+3,778
+106% +$548K 0.28% 100
2024
Q2 		$477K Buy
3,581
+98
+3% +$13.4K 0.13% 293
2024
Q1 		$463K Buy
+3,483
New +$445K 0.12% 313
2023
Q3 		– Sell
-4,440
Closed -$428K – 395
2023
Q2 		$428K Sell
4,440
-148
-3% -$12.8K 0.23% 181
2023
Q1 		$383K Sell
4,588
-9,670
-68% -$769K 0.12% 308
2022
Q4 		$976K Buy
+14,258
New +$1.03M 0.51% 32

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return