LGL Partners’s Ares Management ARES Stock Holding History

LGL Partners’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
2025 Q1	–	Sell	-1,183	Closed	-$209K	–	60
2024 Q4	$209K	Buy	+1,183	New	+$202K	0.03%	114

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LGL Partners's ARES Position: Q1 2025 in Review

LGL Partners sold out of Ares Management (ARES) in Q1 2025, closing a stake of 1,183 shares — an estimated $209K sold.

LGL Partners first reported a position in ARES in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 738 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

LGL Partners reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 1,183 Ares Management shares in Q1 2025, an estimated $209K.
LGL Partners first reported a position in Ares Management in Q4 2024 and held it in 1 quarter.
LGL Partners's Ares Management position peaked at $209K in Q4 2024.
738 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.