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LMR Partners’s Ares Management ARES Stock Holding History

LMR 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
2023
Q1 		– Sell
-195,609
Closed -$13.4M – 1022
2022
Q4 		$13.4M Buy
195,609
+80,553
+70% +$5.81M 0.23% 114
2022
Q3 		$7.13M Buy
115,056
+98,124
+580% +$6.86M 0.13% 202
2022
Q2 		$963K Sell
16,932
-385,160
-96% -$26.6M 0.02% 783
2022
Q1 		$32.7M Buy
402,092
+27,029
+7% +$2.08M 0.38% 49
2021
Q4 		$30.5M Buy
+375,063
New +$30.5M 0.31% 57
2020
Q4 		– Sell
-12,526
Closed -$506K – 490
2020
Q3 		$506K Sell
12,526
-2,210
-15% -$88.2K 0.01% 270
2020
Q2 		$585K Buy
+14,736
New +$521K 0.01% 407

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LMR Partners's ARES Position: Q1 2023 in Review

LMR Partners sold out of Ares Management (ARES) in Q1 2023, closing a stake of 195,609 shares — an estimated $13.4M sold.

LMR Partners first reported a position in ARES in Q2 2020 and held it in 7 quarters. The position peaked at $32.7M in Q1 2022. 438 funds tracked by Wall St. Rank hold ARES as of Q1 2023.

  • LMR Partners reported no remaining Ares Management position as of Q1 2023 after selling out during the quarter.
  • LMR Partners sold 195,609 Ares Management shares in Q1 2023, an estimated $13.4M.
  • LMR Partners first reported a position in Ares Management in Q2 2020 and held it in 7 quarters.
  • LMR Partners's Ares Management position peaked at $32.7M in Q1 2022.
  • 438 funds tracked by Wall St. Rank held Ares Management as of Q1 2023.

Based on LMR Partners's 13F filing for Q1 2023, filed 15 May 2023.