Meag Munich Ergo’s Ares Management ARES Stock Holding History

Meag Munich Ergo’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
2025 Q1	–	Sell	-271,510	Closed	-$48.6M	–	194
2024 Q4	$48.6M	Sell	271,510 -75,351	-22%	-$12.9M	1.54%	28
2024 Q3	$54.1M	Buy	346,861 +2,606	+0.8%	+$378K	1.7%	21
2024 Q2	$45.9M	Hold	344,255	–	–	1.52%	27
2024 Q1	$45.8M	Sell	344,255 -13,333	-4%	-$1.7M	1.66%	26
2023 Q4	$42.5M	Buy	357,588 +2,582	+0.7%	+$280K	1.61%	23
2023 Q3	$36.5M	Sell	355,006 -74,278	-17%	-$7.51M	1.59%	27
2023 Q2	$41.4M	Sell	429,284 -132,950	-24%	-$11.5M	1.8%	18
2023 Q1	$46.9M	Sell	562,234 -144,996	-21%	-$11.5M	2.22%	9
2022 Q4	$48.4M	Sell	707,230 -4,378	-0.6%	-$316K	2.6%	7
2022 Q3	$44.1M	Buy	711,608 +100,491	+16%	+$7.03M	2.68%	6
2022 Q2	$34.7M	Buy	+611,117	New	+$42.3M	2.07%	21

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Meag Munich Ergo's ARES Position: Q1 2025 in Review

Meag Munich Ergo sold out of Ares Management (ARES) in Q1 2025, closing a stake of 271,510 shares — an estimated $48.6M sold.

Meag Munich Ergo first reported a position in ARES in Q2 2022 and held it in 11 quarters. The position peaked at $54.1M in Q3 2024. 745 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

Meag Munich Ergo reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
Meag Munich Ergo sold 271,510 Ares Management shares in Q1 2025, an estimated $48.6M.
Meag Munich Ergo first reported a position in Ares Management in Q2 2022 and held it in 11 quarters.
Meag Munich Ergo's Ares Management position peaked at $54.1M in Q3 2024.
745 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Meag Munich Ergo's 13F filing for Q1 2025, filed 17 Apr 2025.