Midwest Wealth Management’s Ares Capital ARCC Stock Holding History

Midwest Wealth Management’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 Q1	$1.98M	Buy	94,261 +3,811	+4%	+$81.2K	1.2%	35
2021 Q4	$1.92M	Buy	90,450 +6,540	+8%	+$136K	1.2%	36
2021 Q3	$1.71M	Buy	83,910 +1,059	+1%	+$21.2K	1.17%	33
2021 Q2	$1.62M	Buy	82,851 +3,377	+4%	+$65.4K	1.16%	36
2021 Q1	$1.49M	Buy	79,474 +6,357	+9%	+$114K	1.21%	38
2020 Q4	$1.24M	Buy	+73,117	New	+$1.13M	1.13%	36

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

OAC

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

CIM

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 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

Midwest Wealth Management's ARCC Position: Q1 2022 in Review

Midwest Wealth Management increased its Ares Capital (ARCC) stake by 4.2% in Q1 2022, buying an estimated $81.2K and bringing the position to 94,261 shares worth $1.98M. The position accounts for 1.2% of the portfolio, ranked #35.

Midwest Wealth Management first reported a position in ARCC in Q4 2020 and has held it in 6 quarters since. 644 funds tracked by Wall St. Rank hold ARCC as of Q1 2022.

Midwest Wealth Management held 94,261 shares of Ares Capital worth $1.98M as of Q1 2022.
Midwest Wealth Management bought 3,811 Ares Capital shares in Q1 2022, an estimated $81.2K.
Ares Capital made up 1.2% of Midwest Wealth Management's portfolio in Q1 2022, its #35 holding.
Midwest Wealth Management first reported a position in Ares Capital in Q4 2020 and has held it in 6 quarters since.
644 funds tracked by Wall St. Rank held Ares Capital as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.