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Lenox Wealth Advisors’s Ares Management ARES Stock Holding History

Lenox Wealth 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 		$123K Hold
1,528
– – 0.02% 146
2021
Q4 		$124K Hold
1,528
– – 0.01% 152
2021
Q3 		$113K Buy
+1,528
New +$110K 0.01% 149

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's ARES Position: Q1 2022 in Review

Lenox Wealth Advisors held its Ares Management (ARES) position steady in Q1 2022 at 1,528 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #146.

Lenox Wealth Advisors first reported a position in ARES in Q3 2021 and has held it in 3 quarters since. The position peaked at $124K in Q4 2021. 366 funds tracked by Wall St. Rank hold ARES as of Q1 2022.

  • Lenox Wealth Advisors held 1,528 shares of Ares Management worth $123K as of Q1 2022.
  • Lenox Wealth Advisors left its Ares Management share count unchanged in Q1 2022.
  • Ares Management made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #146 holding.
  • Lenox Wealth Advisors first reported a position in Ares Management in Q3 2021 and has held it in 3 quarters since.
  • Lenox Wealth Advisors's Ares Management position peaked at $124K in Q4 2021.
  • 366 funds tracked by Wall St. Rank held Ares Management as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.