John Overdeck’s Ares Management ARES Stock Holding History

John Overdeck’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	-3,136	Closed	-$489K	–	3193
2024 Q3	$489K	Buy	3,136 +1,414	+82%	+$205K	﹤0.01%	2489
2024 Q2	$230K	Buy	+1,722	New	+$235K	﹤0.01%	2691
2024 Q1	–	Sell	-13,300	Closed	-$1.58M	–	3018
2023 Q4	$1.58M	Hold	13,300	–	–	﹤0.01%	1773
2023 Q3	$1.37M	Hold	13,300	–	–	﹤0.01%	1744
2023 Q2	$1.28M	Hold	13,300	–	–	﹤0.01%	1802
2023 Q1	$1.11M	Buy	+13,300	New	+$1.06M	﹤0.01%	1811
2022 Q1	–	Sell	-11,100	Closed	-$902K	–	2684
2021 Q4	$902K	Buy	+11,100	New	+$903K	﹤0.01%	2654
2020 Q3	–	Sell	-81,905	Closed	-$3.25M	–	3059
2020 Q2	$3.25M	Buy	+81,905	New	+$2.89M	0.02%	858
2020 Q1	–	Sell	-114,330	Closed	-$4.08M	–	3065
2019 Q4	$4.08M	Buy	114,330 +46,650	+69%	+$1.45M	0.01%	1088
2019 Q3	$1.81M	Sell	67,680 -16,320	-19%	-$467K	0.01%	1518
2019 Q2	$2.2M	Buy	+84,000	New	+$2.13M	0.01%	1390
2018 Q4	–	Sell	-76,942	Closed	-$1.78M	–	2966
2018 Q3	$1.78M	Buy	+76,942	New	+$1.65M	﹤0.01%	1561

Other funds holding ARES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

John Overdeck's ARES Position: Q4 2024 in Review

John Overdeck sold out of Ares Management (ARES) in Q4 2024, closing a stake of 3,136 shares — an estimated $489K sold.

John Overdeck first reported a position in ARES in Q3 2018 and held it in 12 quarters. The position peaked at $4.08M in Q4 2019. 735 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

John Overdeck reported no remaining Ares Management position as of Q4 2024 after selling out during the quarter.
John Overdeck sold 3,136 Ares Management shares in Q4 2024, an estimated $489K.
John Overdeck first reported a position in Ares Management in Q3 2018 and held it in 12 quarters.
John Overdeck's Ares Management position peaked at $4.08M in Q4 2019.
735 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on Two Sigma Investments's 13F filing for Q4 2024, filed 14 Feb 2025.