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International Assets Investment Management’s Ares Management ARES Stock Holding History

International Assets 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
2024
Q4 		– Sell
-76,362
Closed -$490 – 891
2024
Q3 		$490 Buy
+76,362
New +$11.1M ﹤0.01% 1350
2021
Q2 		– Sell
-1,063
Closed -$50K – 586
2021
Q1 		$50K Hold
1,063
– – ﹤0.01% 958
2020
Q4 		$50K Buy
+1,063
New +$48.1K 0.01% 841

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

International Assets Investment Management's ARES Position: Q4 2024 in Review

International Assets Investment Management sold out of Ares Management (ARES) in Q4 2024, closing a stake of 76,362 shares — an estimated $490 sold.

International Assets Investment Management first reported a position in ARES in Q4 2020 and held it in 3 quarters. The position peaked at $50K in Q1 2021. 731 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

  • International Assets Investment Management reported no remaining Ares Management position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 76,362 Ares Management shares in Q4 2024, an estimated $490.
  • International Assets Investment Management first reported a position in Ares Management in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Ares Management position peaked at $50K in Q1 2021.
  • 731 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.