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Lake Street Advisors Group’s Ares Management ARES Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$8.74M Buy
49,355
+31,930
+183% +$5.45M 0.4% 45
2024
Q3 		$2.72M Sell
17,425
-32,386
-65% -$4.7M 0.13% 89
2024
Q2 		$6.64M Buy
49,811
+861
+2% +$118K 0.32% 51
2024
Q1 		$6.51M Sell
48,950
-1,056
-2% -$135K 0.3% 53
2023
Q4 		$5.95M Sell
50,006
-360
-0.7% -$39.1K 0.3% 53
2023
Q3 		$5.18M Buy
50,366
+20,902
+71% +$2.11M 0.31% 56
2023
Q2 		$2.84M Buy
29,464
+20
+0.1% +$1.73K 0.16% 89
2023
Q1 		$2.46M Buy
29,444
+393
+1% +$31.2K 0.15% 93
2022
Q4 		$1.99M Buy
29,051
+223
+0.8% +$16.1K 0.13% 107
2022
Q3 		$1.79M Buy
28,828
+1,804
+7% +$126K 0.13% 107
2022
Q2 		$1.54M Buy
27,024
+284
+1% +$19.6K 0.11% 123
2022
Q1 		$2.17M Buy
26,740
+210
+0.8% +$16.1K 0.14% 102
2021
Q4 		$2.16M Buy
26,530
+30
+0.1% +$2.44K 0.14% 104
2021
Q3 		$1.96M Buy
+26,500
New +$1.91M 0.21% 82

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 $535B AUM 26.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lake Street Advisors Group's ARES Position: Q4 2024 in Review

Lake Street Advisors Group increased its Ares Management (ARES) stake by 183% in Q4 2024, buying an estimated $5.45M and bringing the position to 49,355 shares worth $8.74M. The position accounts for 0.4% of the portfolio, ranked #45.

Lake Street Advisors Group first reported a position in ARES in Q3 2021 and has held it in 14 quarters since. 731 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

  • Lake Street Advisors Group held 49,355 shares of Ares Management worth $8.74M as of Q4 2024.
  • Lake Street Advisors Group bought 31,930 Ares Management shares in Q4 2024, an estimated $5.45M.
  • Ares Management made up 0.4% of Lake Street Advisors Group's portfolio in Q4 2024, its #45 holding.
  • Lake Street Advisors Group first reported a position in Ares Management in Q3 2021 and has held it in 14 quarters since.
  • 731 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.