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Lee Capital Management’s Ares Management ARES Stock Holding History

Lee Capital Management’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
2018
Q1 		$1.28M Buy
60,000
+10,000
+20% +$227K 0.97% 38
2017
Q4 		$1M Hold
50,000
– – 0.85% 46
2017
Q3 		$933K Hold
50,000
– – 0.76% 55
2017
Q2 		$900K Hold
50,000
– – 0.8% 52
2017
Q1 		$948K Buy
+50,000
New +$978K 0.85% 54

Other funds holding ARES

AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PC
PM Capital Sydney, Australia $426M AUM 46.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Lee Capital Management's ARES Position: Q1 2018 in Review

Lee Capital Management increased its Ares Management (ARES) stake by 20% in Q1 2018, buying an estimated $227K and bringing the position to 60,000 shares worth $1.28M. The position accounts for 0.97% of the portfolio, ranked #38.

Lee Capital Management first reported a position in ARES in Q1 2017 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold ARES as of Q1 2018.

  • Lee Capital Management held 60,000 shares of Ares Management worth $1.28M as of Q1 2018.
  • Lee Capital Management bought 10,000 Ares Management shares in Q1 2018, an estimated $227K.
  • Ares Management made up 0.97% of Lee Capital Management's portfolio in Q1 2018, its #38 holding.
  • Lee Capital Management first reported a position in Ares Management in Q1 2017 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held Ares Management as of Q1 2018.

Based on Lee Capital Management's 13F filing for Q1 2018, filed 11 May 2018.