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Industrial Alliance Investment Management’s Ares Management ARES Stock Holding History

Industrial Alliance Investment 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
2023
Q3 		– Sell
-250
Closed -$24K – 23
2023
Q2 		$24K Buy
+250
New +$21.6K 0.01% 162

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SMFG
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BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Industrial Alliance Investment Management's ARES Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Ares Management (ARES) in Q3 2023, closing a stake of 250 shares — an estimated $24K sold.

Industrial Alliance Investment Management first reported a position in ARES in Q2 2023 and held it in 1 quarter. The position peaked at $24K in Q2 2023. 488 funds tracked by Wall St. Rank hold ARES as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Ares Management position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 250 Ares Management shares in Q3 2023, an estimated $24K.
  • Industrial Alliance Investment Management first reported a position in Ares Management in Q2 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's Ares Management position peaked at $24K in Q2 2023.
  • 488 funds tracked by Wall St. Rank held Ares Management as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.