Loring Wolcott & Coolidge Fiduciary Advisors’s Ares Management ARES Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-307	Closed	-$25K	–	637
2021 Q4	$25K	Buy	+307	New	+$25K	﹤0.01%	522
2021 Q3	–	Sell	-24	Closed	-$2K	–	756
2021 Q2	$2K	Buy	+24	New	+$1.34K	﹤0.01%	833

Other funds holding ARES

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

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

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

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

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ARES Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Ares Management (ARES) in Q1 2022, closing a stake of 307 shares — an estimated $25K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ARES in Q2 2021 and held it in 2 quarters. The position peaked at $25K in Q4 2021. 366 funds tracked by Wall St. Rank hold ARES as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Ares Management position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 307 Ares Management shares in Q1 2022, an estimated $25K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ares Management in Q2 2021 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Ares Management position peaked at $25K in Q4 2021.
366 funds tracked by Wall St. Rank held Ares Management as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.