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Morningstar Investment Services’s Ares Management ARES Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-1,356
Closed -$213K – 160
2024
Q3 		$213K Buy
+1,356
New +$197K ﹤0.01% 396
2024
Q1 		– Sell
-2,272
Closed -$272K – 353
2023
Q4 		$272K Buy
+2,272
New +$247K ﹤0.01% 362

Other funds holding ARES

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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morningstar Investment Services's ARES Position: Q4 2024 in Review

Morningstar Investment Services sold out of Ares Management (ARES) in Q4 2024, closing a stake of 1,356 shares — an estimated $213K sold.

Morningstar Investment Services first reported a position in ARES in Q4 2023 and held it in 2 quarters. The position peaked at $272K in Q4 2023. 734 funds tracked by Wall St. Rank hold ARES as of Q4 2024.

  • Morningstar Investment Services reported no remaining Ares Management position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,356 Ares Management shares in Q4 2024, an estimated $213K.
  • Morningstar Investment Services first reported a position in Ares Management in Q4 2023 and held it in 2 quarters.
  • Morningstar Investment Services's Ares Management position peaked at $272K in Q4 2023.
  • 734 funds tracked by Wall St. Rank held Ares Management as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.