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Keystone Investors’s Ares Management ARES Stock Holding History

Keystone Investors’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
2025
Q1 		– Sell
-201,215
Closed -$35.6M – 56
2024
Q4 		$35.6M Sell
201,215
-83,594
-29% -$14.3M 2.49% 15
2024
Q3 		$44.4M Sell
284,809
-84,784
-23% -$12.3M 3.25% 10
2024
Q2 		$49.3M Sell
369,593
-51,732
-12% -$7.06M 4.15% 11
2024
Q1 		$56M Sell
421,325
-513,035
-55% -$65.5M 4.87% 8
2023
Q4 		$111M Buy
934,360
+429,953
+85% +$46.7M 9.36% 4
2023
Q3 		$51.9M Buy
504,407
+57,539
+13% +$5.82M 6.17% 7
2023
Q2 		$43.1M Buy
+446,868
New +$38.6M 7.47% 4

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 $580B AUM 38.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Keystone Investors's ARES Position: Q1 2025 in Review

Keystone Investors sold out of Ares Management (ARES) in Q1 2025, closing a stake of 201,215 shares — an estimated $35.6M sold.

Keystone Investors first reported a position in ARES in Q2 2023 and held it in 7 quarters. The position peaked at $111M in Q4 2023. 745 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

  • Keystone Investors reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
  • Keystone Investors sold 201,215 Ares Management shares in Q1 2025, an estimated $35.6M.
  • Keystone Investors first reported a position in Ares Management in Q2 2023 and held it in 7 quarters.
  • Keystone Investors's Ares Management position peaked at $111M in Q4 2023.
  • 745 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Keystone Investors's 13F filing for Q1 2025, filed 12 May 2025.