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Lebenthal Global Advisors’s Ares Management ARES Stock Holding History

Lebenthal Global Advisors’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
2022
Q1 		– Sell
-6,110
Closed -$496K – 148
2021
Q4 		$496K Buy
+6,110
New +$497K 0.2% 78
2021
Q3 		– Sell
-6,368
Closed -$404K – 133
2021
Q2 		$404K Buy
+6,368
New +$356K 0.22% 93

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $5.27B AUM 2.94% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lebenthal Global Advisors's ARES Position: Q1 2022 in Review

Lebenthal Global Advisors sold out of Ares Management (ARES) in Q1 2022, closing a stake of 6,110 shares — an estimated $496K sold.

Lebenthal Global Advisors first reported a position in ARES in Q2 2021 and held it in 2 quarters. The position peaked at $496K in Q4 2021. 366 funds tracked by Wall St. Rank hold ARES as of Q1 2022.

  • Lebenthal Global Advisors reported no remaining Ares Management position as of Q1 2022 after selling out during the quarter.
  • Lebenthal Global Advisors sold 6,110 Ares Management shares in Q1 2022, an estimated $496K.
  • Lebenthal Global Advisors first reported a position in Ares Management in Q2 2021 and held it in 2 quarters.
  • Lebenthal Global Advisors's Ares Management position peaked at $496K in Q4 2021.
  • 366 funds tracked by Wall St. Rank held Ares Management as of Q1 2022.

Based on Lebenthal Global Advisors's 13F filing for Q1 2022, filed 10 May 2022.