LRI Investments’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407M | Sell |
2,347,722
-34,319
| -1% | -$5.94M | 34.54% | 1 |
|
|
2025
Q1 | $349M | Sell |
2,382,041
-217,135
| -8% | -$31.8M | 33.74% | 1 |
|
|
2024
Q4 | $460M | Hold |
2,599,176
| – | – | 44.32% | 1 |
|
|
2024
Q3 | $439M | Sell |
2,599,176
-223,389
| -8% | -$37.8M | 42.62% | 1 |
|
|
2024
Q2 | $376M | Buy |
+2,822,565
| New | +$376M | 42.81% | 1 |
|