LBMC Investment Advisors’s Ares Capital ARCC Stock Holding History

LBMC Investment Advisors’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,079	Closed	-$211K	–	199
2024 Q3	$211K	Hold	10,079	–	–	0.02%	186
2024 Q2	$210K	Hold	10,079	–	–	0.02%	180
2024 Q1	$210K	Hold	10,079	–	–	0.02%	174
2023 Q4	$202K	Hold	10,079	–	–	0.02%	160
2023 Q3	$189K	Hold	10,079	–	–	0.02%	157
2023 Q2	$189K	Hold	10,079	–	–	0.02%	162
2023 Q1	$184K	Hold	10,079	–	–	0.02%	159
2022 Q4	$186K	Hold	10,079	–	–	0.02%	154
2022 Q3	$170K	Hold	10,079	–	–	0.02%	148
2022 Q2	$181K	Buy	+10,079	New	+$199K	0.02%	148

Other funds holding ARCC

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LBMC Investment Advisors's ARCC Position: Q4 2024 in Review

LBMC Investment Advisors sold out of Ares Capital (ARCC) in Q4 2024, closing a stake of 10,079 shares — an estimated $211K sold.

LBMC Investment Advisors first reported a position in ARCC in Q2 2022 and held it in 10 quarters. The position peaked at $211K in Q3 2024. 826 funds tracked by Wall St. Rank hold ARCC as of Q4 2024.

LBMC Investment Advisors reported no remaining Ares Capital position as of Q4 2024 after selling out during the quarter.
LBMC Investment Advisors sold 10,079 Ares Capital shares in Q4 2024, an estimated $211K.
LBMC Investment Advisors first reported a position in Ares Capital in Q2 2022 and held it in 10 quarters.
LBMC Investment Advisors's Ares Capital position peaked at $211K in Q3 2024.
826 funds tracked by Wall St. Rank held Ares Capital as of Q4 2024.

Based on LBMC Investment Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.