MWNA
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Marshall Wace North America’s Ares Management ARES Stock Holding History

Marshall Wace North America’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
2021
Q1 		– Sell
-24,772
Closed -$1.17M – 1490
2020
Q4 		$1.17M Buy
+24,772
New +$1.12M 0.01% 897
2020
Q1 		– Sell
-144,413
Closed -$5.15M – 1214
2019
Q4 		$5.15M Buy
144,413
+144,071
+42,126% +$4.48M 0.02% 386
2019
Q3 		$9K Buy
+342
New +$9.78K ﹤0.01% 1262
2019
Q2 		– Sell
-7,537
Closed -$175K – 1137
2019
Q1 		$175K Buy
+7,537
New +$165K ﹤0.01% 1015
2018
Q3 		– Sell
-442,933
Closed -$9.17M – 915
2018
Q2 		$9.17M Sell
442,933
-137,290
-24% -$2.97M 0.05% 352
2018
Q1 		$12.4M Buy
+580,223
New +$13.2M 0.06% 342
2017
Q3 		– Sell
-26,632
Closed -$479K – 1238
2017
Q2 		$479K Buy
+26,632
New +$494K ﹤0.01% 1098

Other funds holding ARES

SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return