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Kohmann Bosshard Financial Services’s Ares Management ARES Stock Holding History

Kohmann Bosshard Financial Services’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
-2
Closed -$354 – 317
2024
Q4 		$354 Buy
+2
New +$341 ﹤0.01% 678

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kohmann Bosshard Financial Services's ARES Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Ares Management (ARES) in Q1 2025, closing a stake of 2 shares — an estimated $354 sold.

Kohmann Bosshard Financial Services first reported a position in ARES in Q4 2024 and held it in 1 quarter. The position peaked at $354 in Q4 2024. 738 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 2 Ares Management shares in Q1 2025, an estimated $354.
  • Kohmann Bosshard Financial Services first reported a position in Ares Management in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Ares Management position peaked at $354 in Q4 2024.
  • 738 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.