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Kula Investments’s Ares Management ARES Stock Holding History

Kula Investments’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
Q1 		– Sell
-8,931
Closed -$611K – 601
2022
Q4 		$611K Buy
+8,931
New +$644K 0.18% 160

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
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
QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kula Investments's ARES Position: Q1 2023 in Review

Kula Investments sold out of Ares Management (ARES) in Q1 2023, closing a stake of 8,931 shares — an estimated $611K sold.

Kula Investments first reported a position in ARES in Q4 2022 and held it in 1 quarter. The position peaked at $611K in Q4 2022. 437 funds tracked by Wall St. Rank hold ARES as of Q1 2023.

  • Kula Investments reported no remaining Ares Management position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 8,931 Ares Management shares in Q1 2023, an estimated $611K.
  • Kula Investments first reported a position in Ares Management in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Ares Management position peaked at $611K in Q4 2022.
  • 437 funds tracked by Wall St. Rank held Ares Management as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.