Mariner Independent Advisor Network’s Ares Capital ARCC Stock Holding History

Mariner Independent Advisor Network’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$966K	Buy	57,210 +15,669	+38%	+$303K	0.04%	373
2022 Q2	$779K	Sell	41,541 -990	-2%	-$19.5K	0.03%	413
2022 Q1	$905K	Buy	42,531 +20,854	+96%	+$444K	0.03%	368
2021 Q4	$455K	Sell	21,677 -10,450	-33%	-$217K	0.02%	402
2021 Q3	$653K	Buy	32,127 +260	+0.8%	+$5.21K	0.03%	374
2021 Q2	$624K	Buy	31,867 +539	+2%	+$10.4K	0.03%	398
2021 Q1	$586K	Buy	31,328 +5,287	+20%	+$95.1K	0.03%	349
2020 Q4	$440K	Buy	26,041 +5	+0%	+$78	0.02%	354
2020 Q3	$363K	Sell	26,036 -1,300	-5%	-$18.5K	0.03%	285
2020 Q2	$402K	Buy	+27,336	New	+$369K	0.04%	278
2020 Q1	–	Sell	-12,411	Closed	-$231K	–	354
2019 Q4	$231K	Sell	12,411 -241	-2%	-$4.47K	0.02%	361
2019 Q3	$234K	Sell	12,652 -83	-0.7%	-$1.54K	0.02%	361
2019 Q2	$229K	Buy	12,735 +10	+0.1%	+$177	0.02%	359
2019 Q1	$221K	Hold	12,725	–	–	0.02%	346
2018 Q4	$207K	Buy	+12,725	New	+$211K	0.02%	352

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Mariner Independent Advisor Network's ARCC Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Ares Capital (ARCC) stake by 38% in Q3 2022, buying an estimated $303K and bringing the position to 57,210 shares worth $966K. The position accounts for 0.04% of the portfolio, ranked #373.

Mariner Independent Advisor Network first reported a position in ARCC in Q4 2018 and has held it in 15 quarters since. 629 funds tracked by Wall St. Rank hold ARCC as of Q3 2022.

Mariner Independent Advisor Network held 57,210 shares of Ares Capital worth $966K as of Q3 2022.
Mariner Independent Advisor Network bought 15,669 Ares Capital shares in Q3 2022, an estimated $303K.
Ares Capital made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #373 holding.
Mariner Independent Advisor Network first reported a position in Ares Capital in Q4 2018 and has held it in 15 quarters since.
629 funds tracked by Wall St. Rank held Ares Capital as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.