JSAM
J. Safra Asset Management’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
2,207
+171
| +8% | +$29.6K | 0.03% | 100 |
|
|
2025
Q1 | $298K | Buy |
2,036
+390
| +24% | +$57.2K | 0.02% | 88 |
|
|
2024
Q4 | $295K | Buy |
1,646
+727
| +79% | +$130K | 0.02% | 94 |
|
|
2024
Q3 | $144K | Buy |
919
+106
| +13% | +$16.6K | 0.01% | 95 |
|
|
2024
Q2 | $108K | Buy |
813
+535
| +192% | +$71.3K | 0.01% | 91 |
|
|
2024
Q1 | $37K | Buy |
278
+244
| +718% | +$32.4K | ﹤0.01% | 105 |
|
|
2023
Q4 | $4.04K | Buy |
+34
| New | +$4.04K | ﹤0.01% | 113 |
|