Neo Ivy Capital Management’s Ares Management ARES Stock Holding History

Neo Ivy Capital Management’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 Q2	–	Sell	-14,406	Closed	-$2.11M	–	354
2025 Q1	$2.11M	Buy	+14,406	New	+$2.49M	0.67%	38
2024 Q3	–	Sell	-25,936	Closed	-$3.46M	–	276
2024 Q2	$3.46M	Buy	+25,936	New	+$3.54M	0.68%	60
2023 Q4	$77K	Buy	+650	New	+$70.6K	0.17%	153
2022 Q4	$1.18M	Buy	+17,226	New	+$1.24M	0.8%	22
2022 Q3	–	Sell	-2,106	Closed	-$119K	–	388
2022 Q2	$119K	Buy	+2,106	New	+$146K	0.32%	123
2022 Q1	–	Sell	-2,105	Closed	-$171K	–	480
2021 Q4	$171K	Buy	+2,105	New	+$171K	0.25%	152
2021 Q2	–	Sell	-646	Closed	-$36K	–	446
2021 Q1	$36K	Sell	646 -4,084	-86%	-$205K	0.04%	359
2020 Q4	$223K	Buy	+4,730	New	+$214K	0.25%	146

Other funds holding ARES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Neo Ivy Capital Management's ARES Position: Q2 2025 in Review

Neo Ivy Capital Management sold out of Ares Management (ARES) in Q2 2025, closing a stake of 14,406 shares — an estimated $2.11M sold.

Neo Ivy Capital Management first reported a position in ARES in Q4 2020 and held it in 8 quarters. The position peaked at $3.46M in Q2 2024. 770 funds tracked by Wall St. Rank hold ARES as of Q2 2025.

Neo Ivy Capital Management reported no remaining Ares Management position as of Q2 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 14,406 Ares Management shares in Q2 2025, an estimated $2.11M.
Neo Ivy Capital Management first reported a position in Ares Management in Q4 2020 and held it in 8 quarters.
Neo Ivy Capital Management's Ares Management position peaked at $3.46M in Q2 2024.
770 funds tracked by Wall St. Rank held Ares Management as of Q2 2025.

Based on Neo Ivy Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.