LB
ARES icon

Leo Brokerage’s Ares Management ARES Stock Holding History

Leo Brokerage’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
2023
Q2 		$259K Buy
2,690
+232
+9% +$20.1K 0.03% 258
2023
Q1 		$205K Buy
+2,458
New +$195K 0.03% 279

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Leo Brokerage's ARES Position: Q2 2023 in Review

Leo Brokerage increased its Ares Management (ARES) stake by 9.4% in Q2 2023, buying an estimated $20.1K and bringing the position to 2,690 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #258.

Leo Brokerage first reported a position in ARES in Q1 2023 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold ARES as of Q2 2023.

  • Leo Brokerage held 2,690 shares of Ares Management worth $259K as of Q2 2023.
  • Leo Brokerage bought 232 Ares Management shares in Q2 2023, an estimated $20.1K.
  • Ares Management made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #258 holding.
  • Leo Brokerage first reported a position in Ares Management in Q1 2023 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held Ares Management as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.