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LM Advisors’s Ares Capital ARCC Stock Holding History

LM Advisors’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,080
Closed -$41.7K – 243
2023
Q4 		$41.7K Buy
+2,080
New +$40.6K 0.01% 350

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LM Advisors's ARCC Position: Q1 2024 in Review

LM Advisors sold out of Ares Capital (ARCC) in Q1 2024, closing a stake of 2,080 shares — an estimated $41.7K sold.

LM Advisors first reported a position in ARCC in Q4 2023 and held it in 1 quarter. The position peaked at $41.7K in Q4 2023. 715 funds tracked by Wall St. Rank hold ARCC as of Q1 2024.

  • LM Advisors reported no remaining Ares Capital position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 2,080 Ares Capital shares in Q1 2024, an estimated $41.7K.
  • LM Advisors first reported a position in Ares Capital in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Ares Capital position peaked at $41.7K in Q4 2023.
  • 715 funds tracked by Wall St. Rank held Ares Capital as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.