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LRI Investments’s Ares Management ARES Stock Holding History

LRI Investments’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
2026
Q1 		$227M Sell
2,342,199
-49,174
-2% -$6.52M 20.12% 1
2025
Q4 		$344M Sell
2,391,373
-194,880
-8% -$30.4M 27.81% 1
2025
Q3 		$372M Buy
2,586,253
+238,531
+10% +$43M 30.43% 1
2025
Q2 		$407M Sell
2,347,722
-34,319
-1% -$5.43M 34.54% 1
2025
Q1 		$349M Sell
2,382,041
-217,135
-8% -$37.5M 33.74% 1
2024
Q4 		$460M Hold
2,599,176
– – 44.32% 1
2024
Q3 		$439M Sell
2,599,176
-223,389
-8% -$32.4M 42.62% 1
2024
Q2 		$376M Buy
+2,822,565
New +$385M 42.81% 1

Other funds holding ARES

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return