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Occudo Quantitative Strategies’s Ares Management ARES Stock Holding History

Occudo Quantitative Strategies’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
2022
Q2 		– Sell
-5,324
Closed -$432K – 1125
2022
Q1 		$432K Sell
5,324
-3,101
-37% -$238K 0.04% 702
2021
Q4 		$685K Sell
8,425
-4,317
-34% -$351K 0.06% 495
2021
Q3 		$941K Buy
+12,742
New +$918K 0.11% 307

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Occudo Quantitative Strategies's ARES Position: Q2 2022 in Review

Occudo Quantitative Strategies sold out of Ares Management (ARES) in Q2 2022, closing a stake of 5,324 shares — an estimated $432K sold.

Occudo Quantitative Strategies first reported a position in ARES in Q3 2021 and held it in 3 quarters. The position peaked at $941K in Q3 2021. 355 funds tracked by Wall St. Rank hold ARES as of Q2 2022.

  • Occudo Quantitative Strategies reported no remaining Ares Management position as of Q2 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 5,324 Ares Management shares in Q2 2022, an estimated $432K.
  • Occudo Quantitative Strategies first reported a position in Ares Management in Q3 2021 and held it in 3 quarters.
  • Occudo Quantitative Strategies's Ares Management position peaked at $941K in Q3 2021.
  • 355 funds tracked by Wall St. Rank held Ares Management as of Q2 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2022, filed 15 Aug 2022.