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McClarren Financial Advisors’s Ares Management ARES Stock Holding History

McClarren Financial 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
2023
Q1 		– Sell
-1,030
Closed -$70K – 327
2022
Q4 		$70K Buy
1,030
+10
+1% +$721 0.07% 122
2022
Q3 		$63K Buy
+1,020
New +$71.3K 0.06% 113

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

McClarren Financial Advisors's ARES Position: Q1 2023 in Review

McClarren Financial Advisors sold out of Ares Management (ARES) in Q1 2023, closing a stake of 1,030 shares — an estimated $70K sold.

McClarren Financial Advisors first reported a position in ARES in Q3 2022 and held it in 2 quarters. The position peaked at $70K in Q4 2022. 437 funds tracked by Wall St. Rank hold ARES as of Q1 2023.

  • McClarren Financial Advisors reported no remaining Ares Management position as of Q1 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,030 Ares Management shares in Q1 2023, an estimated $70K.
  • McClarren Financial Advisors first reported a position in Ares Management in Q3 2022 and held it in 2 quarters.
  • McClarren Financial Advisors's Ares Management position peaked at $70K in Q4 2022.
  • 437 funds tracked by Wall St. Rank held Ares Management as of Q1 2023.

Based on McClarren Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.