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
2026 Q2	$601K	Buy	+5,400	New	+$648K	﹤0.01%	4020

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.