LIS
ARES icon

Legacy Investment Solutions’s Ares Management ARES Stock Holding History

Legacy Investment Solutions’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 		$762 Hold
4
– – ﹤0.01% 622
2024
Q3 		$670 Buy
+4
New +$580 ﹤0.01% 584

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

Legacy Investment Solutions's ARES Position: Q4 2024 in Review

Legacy Investment Solutions held its Ares Management (ARES) position steady in Q4 2024 at 4 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Legacy Investment Solutions first reported a position in ARES in Q3 2024 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

  • Legacy Investment Solutions held 4 shares of Ares Management worth $762 as of Q4 2024.
  • Legacy Investment Solutions left its Ares Management share count unchanged in Q4 2024.
  • Ares Management made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #622 holding.
  • Legacy Investment Solutions first reported a position in Ares Management in Q3 2024 and has held it in 2 quarters since.
  • 730 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.