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LVW Advisors’s Ares Management ARES Stock Holding History

LVW 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
2020
Q3 		– Sell
-7,850
Closed -$312K – 203
2020
Q2 		$312K Sell
7,850
-1,550
-16% -$54.8K 0.08% 144
2020
Q1 		$291K Buy
+9,400
New +$329K 0.08% 122
2019
Q4 		– Sell
-9,400
Closed -$252K – 182
2019
Q3 		$252K Buy
+9,400
New +$269K 0.06% 147

Other funds holding ARES

SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return