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Lloyd Advisory Services’s Ares Management ARES Stock Holding History

Lloyd Advisory Services’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
Q4 		– Sell
-2,651
Closed -$273K – 150
2023
Q3 		$273K Buy
+2,651
New +$268K 0.09% 198

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Capital World Investors
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Fidelity Investments
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Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lloyd Advisory Services's ARES Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Ares Management (ARES) in Q4 2023, closing a stake of 2,651 shares — an estimated $273K sold.

Lloyd Advisory Services first reported a position in ARES in Q3 2023 and held it in 1 quarter. The position peaked at $273K in Q3 2023. 551 funds tracked by Wall St. Rank hold ARES as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Ares Management position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 2,651 Ares Management shares in Q4 2023, an estimated $273K.
  • Lloyd Advisory Services first reported a position in Ares Management in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Ares Management position peaked at $273K in Q3 2023.
  • 551 funds tracked by Wall St. Rank held Ares Management as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.