KB Financial Partners’s Ares Management ARES Stock Holding History

KB Financial Partners’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	$17K	Sell	164 -1	-0.6%	-$101	﹤0.01%	357
2023 Q2	$16K	Sell	165 -2	-1%	-$173	﹤0.01%	367
2023 Q1	$14K	Buy	+167	New	+$13.3K	﹤0.01%	366
2022 Q4	–	Sell	-383	Closed	-$27.6K	–	582
2022 Q3	$24K	Hold	383	–	–	0.01%	318
2022 Q2	$22K	Hold	383	–	–	0.01%	325
2022 Q1	$31K	Hold	383	–	–	0.01%	314
2021 Q4	$31K	Buy	+383	New	+$31.2K	0.01%	336

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KB Financial Partners's ARES Position: Q3 2023 in Review

KB Financial Partners reduced its Ares Management (ARES) stake by 0.61% in Q3 2023, selling an estimated $101 and leaving 164 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

KB Financial Partners first reported a position in ARES in Q4 2021 and has held it in 7 quarters since. The position peaked at $31K in Q1 2022. 488 funds tracked by Wall St. Rank hold ARES as of Q3 2023.

KB Financial Partners held 164 shares of Ares Management worth $17K as of Q3 2023.
KB Financial Partners sold 1 Ares Management share in Q3 2023, an estimated $101.
Ares Management made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #357 holding.
KB Financial Partners first reported a position in Ares Management in Q4 2021 and has held it in 7 quarters since.
KB Financial Partners's Ares Management position peaked at $31K in Q1 2022.
488 funds tracked by Wall St. Rank held Ares Management as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.