Mirabella Financial Services’s Ares Management ARES Stock Holding History

Mirabella Financial Services’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
2024 Q3	–	Sell	-8,960	Closed	-$1.19M	–	180
2024 Q2	$1.19M	Buy	+8,960	New	+$1.22M	0.09%	131
2024 Q1	–	Sell	-2,596	Closed	-$309K	–	503
2023 Q4	$309K	Sell	2,596 -20,556	-89%	-$2.23M	0.04%	274
2023 Q3	$2.38M	Sell	23,152 -38,577	-62%	-$3.9M	0.33%	82
2023 Q2	$5.95M	Buy	+61,729	New	+$5.34M	0.65%	36
2022 Q4	–	Sell	-5,928	Closed	-$369K	–	393
2022 Q3	$369K	Sell	5,928 -3,981	-40%	-$278K	0.04%	192
2022 Q2	$564K	Sell	9,909 -14,119	-59%	-$976K	0.06%	226
2022 Q1	$1.95M	Sell	24,028 -1,892	-7%	-$145K	0.22%	91
2021 Q4	$2.11M	Buy	+25,920	New	+$2.11M	0.21%	109
2021 Q2	–	Sell	-12,747	Closed	-$714K	–	291
2021 Q1	$714K	Buy	+12,747	New	+$641K	0.22%	105

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

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

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

Mirabella Financial Services's ARES Position: Q3 2024 in Review

Mirabella Financial Services sold out of Ares Management (ARES) in Q3 2024, closing a stake of 8,960 shares — an estimated $1.19M sold.

Mirabella Financial Services first reported a position in ARES in Q1 2021 and held it in 9 quarters. The position peaked at $5.95M in Q2 2023. 658 funds tracked by Wall St. Rank hold ARES as of Q3 2024.

Mirabella Financial Services reported no remaining Ares Management position as of Q3 2024 after selling out during the quarter.
Mirabella Financial Services sold 8,960 Ares Management shares in Q3 2024, an estimated $1.19M.
Mirabella Financial Services first reported a position in Ares Management in Q1 2021 and held it in 9 quarters.
Mirabella Financial Services's Ares Management position peaked at $5.95M in Q2 2023.
658 funds tracked by Wall St. Rank held Ares Management as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.