Lloyd Park’s Ares Management ARES Stock Holding History

Lloyd Park’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	–	Sell	-13,096	Closed	-$1.06M	–	58
2021 Q4	$1.06M	Buy	+13,096	New	+$1.07M	0.6%	41

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lloyd Park's ARES Position: Q1 2022 in Review

Lloyd Park sold out of Ares Management (ARES) in Q1 2022, closing a stake of 13,096 shares — an estimated $1.06M sold.

Lloyd Park first reported a position in ARES in Q4 2021 and held it in 1 quarter. The position peaked at $1.06M in Q4 2021. 366 funds tracked by Wall St. Rank hold ARES as of Q1 2022.

Lloyd Park reported no remaining Ares Management position as of Q1 2022 after selling out during the quarter.
Lloyd Park sold 13,096 Ares Management shares in Q1 2022, an estimated $1.06M.
Lloyd Park first reported a position in Ares Management in Q4 2021 and held it in 1 quarter.
Lloyd Park's Ares Management position peaked at $1.06M in Q4 2021.
366 funds tracked by Wall St. Rank held Ares Management as of Q1 2022.

Based on Lloyd Park's 13F filing for Q1 2022, filed 3 May 2022.