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Oliver Lagore Vanvalin Investment Group’s Ares Management ARES Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q1 		– Sell
-60
Closed -$7.14K – 738
2023
Q4 		$7.14K Buy
60
+24
+67% +$2.61K ﹤0.01% 472
2023
Q3 		$3.71K Buy
+36
New +$3.64K ﹤0.01% 605

Other funds holding ARES

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $4.94B AUM 1.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ARES Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Ares Management (ARES) in Q1 2024, closing a stake of 60 shares — an estimated $7.14K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in ARES in Q3 2023 and held it in 2 quarters. The position peaked at $7.14K in Q4 2023. 604 funds tracked by Wall St. Rank hold ARES as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Ares Management position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 60 Ares Management shares in Q1 2024, an estimated $7.14K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Ares Management in Q3 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Ares Management position peaked at $7.14K in Q4 2023.
  • 604 funds tracked by Wall St. Rank held Ares Management as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.